Sales and Lead Generation Specialist

Sales and Lead Generation Specialist

About Custodio Advisory

Custodio Advisory provides comprehensive, end-to-end accounting and fractional CFO services to clients across all industries. We empower businesses with financial clarity and strategic guidance, ensuring their growth and operational success.

We are seeking a highly motivated Lead Generation Specialist to join our team. This full-time, remote role is designed for a self-driven individual passionate about connecting with potential clients, nurturing relationships, and closing new business. If you’re ready to play a pivotal role in expanding our client base, we’d love to hear from you!

Key Responsibilities

• Lead Generation: Identify, target, and qualify leads across various industries to build a robust pipeline.
• Relationship Nurturing: Engage with prospects through email, calls, and virtual meetings, effectively communicating the value of Custodio Advisory’s services.
• Sales Conversion: Develop tailored proposals, address client concerns, and successfully close deals to bring in new clients.
• Social Media Savviness: Stay up to date with social media trends and posts.
• Collaboration: Work closely with internal teams to ensure a seamless onboarding process for new clients.
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Compensation and Benefits

This role is entirely commission-based with bonuses for lead generation and client acquisition:

• Commission Structure: Earn 10% of the first year's contract value for each new client.
• Health Insurance: 100% employer-paid health insurance for Texas-based employees (no wait period).

Expected annual compensation based on minimum performance requirements is $100k per year!

Important Note: This role is ideal for individuals who can thrive on commission-based earnings and are comfortable committing to this compensation structure.

Requirements

• Proven experience in sales, business development, or lead generation, preferably in professional services / finance or accounting.
• Exceptional communication and negotiation skills.
• Ability to work independently and meet sales targets.
• Familiarity with accounting, finance, or related industries is a plus but not required.
• Comfortable with remote work and proficient in using CRM tools and virtual meeting platforms.
• Reside in the state of Texas for health insurance eligibility (preferred but not mandatory).

Who Should Apply

This role is best suited for entrepreneurial individuals who thrive in a results-driven environment and are confident in their ability to generate and close leads. Only apply if you are fully committed to a commission-based compensation model and can dedicate yourself to this role full-time.

At Custodio Advisory, we’re excited to help businesses achieve their financial goals—let’s grow together!

Job Type: Full-time

Pay: $15,600.00 - $150,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift
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Supplemental Pay:

• Commission pay
• Performance bonus

Application Question(s):

• Do you have experience selling accounting or finance services?
• Are you willing to attend in-person networking events?

Experience:

• Financial services: 3 years (Required)
• B2B sales: 3 years (Required)
• Digital marketing: 1 year (Preferred)

Work Location: Remote