
Lead Generation Specialist
12 hours ago
About the Role
We are looking for a highly motivated Lead Generation Specialist with a deep understanding of financial markets, particularly CFDs and online trading platforms, to help grow our client base.
As a Lead Generation Specialist, your role includes systematically identifying and profiling high-potential leads who are likely to become active CFD traders. This process involves research, data filtering, and tactical social engagement across multiple platforms: Platform-Specific Research & Prospecting (like WeChat, Weibo, Zhihu, LinkedIn, X, Telegram and Discord).
Key Responsibilities
- Research and identify qualified prospects across social platforms
- Initiate and nurture conversations with potential leads via DMs, comments, and thought-leadership engagement.
- Qualify leads based on trading experience, interest level, and deposit capacity.
- Maintain and update CRM with lead activity, notes, and pipeline stages.
- Collaborate closely with the Sales Management team to hand off warm leads for onboarding.
- Stay informed on CFD/FX trends and competitors to identify new angles and hooks for outreach.
- 1-3 years' experience in a sales, lead generation, or business development role (experience in the CFD/FX/Fintech space is a strong advantage).
- Excellent communication skills (written and verbal) with fluency in English and in Mandarin and Cantonese (spoken and written); IS A MUST.
- Deep familiarity with LinkedIn and X as social selling tools (experience with Sales Navigator, PhantomBuster, Taplio, or similar is a bonus).
- Understanding of the financial trading ecosystem, including retail traders, platforms, leverage, and common instruments (indices, forex, commodities, crypto).
- Familiarity with CRMs and outreach tool experience (e.g.,HubSpot, Salesforce, Excel tracking)
- Background in financial sales, trading education, or affiliate marketing.
- Experience generating HNW or funded
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