Lead Generation Specialist

Lead Generation Specialist Overview We are recruiting on behalf of our client for a Lead Generation Specialist. Our client is a leading provider of cost segregation studies and real estate tax strategies, helping property owners across the United States accelerate depreciation and unlock significant tax savings. This is a fully remote, outbound-focused role centered on identifying, engaging, and qualifying prospects before handing them off to senior sales staff. You will be responsible for managing a high-volume outbound call function, maintaining accurate CRM records, and setting qualified appointments for Account Managers. This role suits someone who is disciplined, well-spoken, and motivated by measurable results, and who can commit to working hours aligned with US Eastern Standard Time (EST). Key Responsibilities Conduct 80–100 outbound calls per day to engage and qualify prospects using approved scripts and messaging frameworks Qualify leads based on established criteria, identifying buying signals, interest levels, and objections, and set qualified appointments for Account Managers Manage assigned leads, follow-up tasks, and pipeline activity within HubSpot, ensuring all records are accurate and up to date Review available prospect information and CRM history prior to each call to ensure outreach is relevant, contextual, and personalized Log call notes, tag interactions, and disposition leads correctly across HubSpot and Ringover in a timely manner Brief Account Managers ahead of scheduled appointments with relevant prospect context, objections, and buying signals to maximize conversion opportunities Share outreach insights, prospect feedback, and recurring objections with the broader sales team to support continuous improvement Requirements Matric (Grade 12) as a minimum; a National Diploma or relevant NQF Level 6 qualification in Sales, Marketing, Business, or a related field is advantageous 1–2 years of experience in outbound B2B lead generation, cold calling, or appointment setting Strong written and spoken English, with a clear, professional, and neutral to North American accent preferred given the nature of client-facing calls Proficiency with CRM tools, preferably HubSpot, and comfort working within structured sales processes and SOPs Reliable fiber internet connection with a minimum of 100 Mbps upload and download speeds, with an Ethernet connection preferred A professional, distraction-free home workspace with adequate lighting, a 1080p camera, and a quality headset and microphone Preferred Experience Prior experience in financial services, real estate, or tax-related outbound sales environments Familiarity with Ringover or similar VoIP calling platforms Demonstrated ability to work in metric-driven environments and consistently meet or exceed daily and monthly activity targets Experience preparing for and handing off qualified appointments within a structured sales cycle Key Competencies Strong communication skills High attention to detail Strong organizational skills Ability to work independently Professionalism and reliability