Lead Generation Specialist (Estate Loans)

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TYPE OF WORK

Any

WAGE / SALARY

PHP 30,000 - 40,000

HOURS PER WEEK

40

DATE UPDATED

Jul 14, 2026

JOB OVERVIEW

We are looking for a results-driven Lead Generation Specialist to join our team and drive new client acquisition through outbound cold calling, cold emailing, and other prospecting strategies. The ideal candidate has hands-on experience in the US estate loan industry and understands the unique sales cycle, terminology, and compliance considerations involved in this space.
This role is critical to our growth, you will be the first point of contact for prospective clients, responsible for identifying opportunities, qualifying leads, and setting the stage for our sales team to close deals.

Responsibilities:
• Conduct outbound cold calls to prospective clients.
• Execute email outreach campaigns to generate qualified leads.
• Research and identify potential clients within the US real estate and lending market.
• Qualify leads and schedule appointments for the sales team.
• Build and maintain a pipeline of prospects using CRM systems.
• Follow up consistently with leads through phone, email, and other communication channels.
• Maintain accurate records of all interactions and lead statuses.
• Meet or exceed weekly and monthly lead generation targets.
• Collaborate with the sales team to improve outreach strategies and conversion rates.

Qualifications:
• Previous experience in lead generation, appointment setting, or business development.
• Experience in the US real estate loan, mortgage, or lending industry is required.
• Strong cold calling and phone communication skills.
• Experience with email prospecting and outbound sales campaigns.
• Familiarity with CRM platforms such as HubSpot, Salesforce, GoHighLevel, or similar.
• Ability to research prospects using tools such as LinkedIn, Google, or lead databases.
• Excellent English communication skills (written and verbal).
• Self-motivated, organized, and target-driven.
• Ability to work independently with minimal supervision.

How to apply? (Answer the following, candidates who do not answer these questions will not be prioritized)
1. How many years of experience do you have working as a Lead Generation Specialist, specifically generating leads related to estate loans? Describe your experience in the US real estate loan, mortgage, or lending industry.
2. What are the tools, CRM, and software that you are proficient in?
3. Provide an accessible link of your CV/Resume

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