Insurance & Investment Lead Generation Specialist (Canada)

Title:
Insurance & Investment Lead Generation Specialist (Canada)

Description:
I am looking for someone experienced in generating leads for financial services, specifically life insurance and investment accounts in Canada. Your role is to create warm leads, conduct outreach, and book qualified appointments. Emailing and Administrative works.

Responsibilities:

Social media lead generation (FB/IG/TikTok)

Organic outreach and appointment setting

Managing CRM + follow-ups

Building prospect lists

Creating simple content or captions

Booking consultations

NOT Allowed (Compliance):

No financial advice

No quoting

No collecting confidential data

Requirements:

Experience with insurance/financial lead generation

Strong communication skills

Familiar with Canadian market (preferred)

Reliable, organized, and consistent

Hours: Able to work 10am est to 2pm est (Part time to Full time position)