We are seeking experienced Lead Qualification Specialists to engage prospective high-net-worth customers who have expressed interest through digital or other approved lead-generation channels.

The specialist will create a premium first impression, understand the prospect’s needs and interest, qualify the opportunity, schedule an appointment, and route the prospect to the appropriate financial professional, branch, or specialized team.

This is a high-touch customer-engagement role—not a high-pressure telemarketing position. It requires polished communication, discretion, active listening, emotional intelligence, and the ability to build trust with affluent and high-net-worth prospects.

The role does not provide investment, financial, tax, or legal advice.

• Contact prospective high-net-worth customers primarily by telephone, with email follow-up where approved.
• Deliver a professional, personalized, and responsive customer experience.
• Use approved discovery questions to understand customer needs, priorities, readiness, and preferred next steps.
• Qualify leads using defined business criteria.
• Schedule appointments and facilitate warm transfers where appropriate.
• Route qualified opportunities to the appropriate financial professional, branch, or team.
• Accurately document all interactions, outcomes, and follow-up actions in the CRM.
• Monitor lead acceptance and escalate or re-route stalled opportunities.
• Follow approved scripts, privacy requirements, disclosures, and customer-contact controls.
• Participate in quality monitoring, coaching, and continuous-improvement activities.

• Two or more years of experience in high-net-worth customer service, financial services, private banking, wealth management, inside sales, appointment setting, premium hospitality, concierge services, luxury retail, or another high-touch customer engagement field.
• Polished, professional verbal communication with strong objection-handling ability, typically assessed via a live simulation exercise
• CRM/Salesforce familiarity, or demonstrated aptitude to certify quickly during training.