[Hiring] GHL Lead Management Specialist @Inside Out Hiring

Role Description

Are you a proactive GoHighLevel expert with a knack for lead management, marketing automation, and appointment setting? We are looking for a results-driven GHL Lead Management Specialist to join a top-tier US-based retirement planning and advisory firm!

Key Responsibilities

• CRM & Lead Management
  • Manage and organize leads within GoHighLevel.
  • Reactivate existing leads through strategic outreach initiatives.
  • Maintain accurate records and update prospect information.
  • Track lead progression throughout the sales funnel.
• Campaign Development & Automation
  • Build and manage email and SMS campaigns using GoHighLevel.
  • Create automated workflows to engage prospects consistently.
  • Adapt messaging based on market trends and economic conditions.
  • Utilize AI tools to develop compelling campaign content and hooks.
• Appointment Setting & Qualification
  • Contact prospects through calls, emails, and text messages.
  • Qualify leads based on established criteria.
  • Schedule consultations and follow-up appointments with the advisor.
  • Work toward achieving weekly appointment generation goals.
• Client Follow-Up
  • Follow up with prospects after consultations.
  • Confirm receipt of educational materials and packages.
  • Answer basic questions and escalate complex inquiries when needed.
  • Maintain ongoing communication to increase conversion opportunities.
• Performance & Process Ownership
  • Monitor campaign effectiveness and suggest improvements.
  • Take initiative in optimizing workflows and outreach strategies.
  • Identify opportunities to improve engagement and appointment rates.
  • Execute responsibilities independently while maintaining accountability for results.

Qualifications

• Previous experience using GoHighLevel for CRM management and campaign creation.
• Experience in appointment setting, lead qualification, or sales support.
• Strong verbal and written English communication skills.
• Experience creating email and SMS automation campaigns.
• Ability to manage multiple follow-ups and maintain organized records.
• Comfortable making outbound calls and interacting with clients professionally.
• Strong understanding of sales processes and customer engagement.
• Ability to work independently with minimal supervision.
• Availability to work Monday through Thursday from 9:00 AM to 5:00 PM Eastern Time.

Preferred Qualifications

• Experience in financial services, insurance, retirement planning, or related industries.
• Familiarity with AI tools such as ChatGPT or Claude for content generation and productivity.
• Experience analyzing market trends to develop targeted messaging.
• Background working with CRM-based marketing automation.
• Experience handling sensitive customer information with confidentiality and professionalism.

Personality Traits

• Proactive and self-motivated with a strong ownership mentality.
• Goal-oriented and driven by measurable results.
• Pleasant, engaging, and confident communicator over the phone.
• Resourceful problem solver who thinks beyond assigned tasks.
• Organized and detail-oriented in managing multiple priorities.
• Professional, dependable, and committed to delivering high-quality work.
• Adaptable and eager to continuously improve processes and performance.
• Positive attitude with a collaborative mindset and strong sense of accountability.

Benefits

• Salary: $12 - $15/hour (Based on Experience) + performance-based bonuses.
• Full Time (32 hours/week).
• Work Schedule: Monday to Thursday 9:00 AM to 5:00 PM EST.
• Target Start Date: ASAP.