Lead Generation Specialist

Posted 9 Days Ago
Be an Early Applicant
3 Locations
In-Office
Mid level
Fintech • Financial Services
The Role
The Lead Generation Specialist identifies potential customers, generates new business opportunities, manages leads, and collaborates with the sales and marketing team to meet sales goals.
Summary Generated by Built In

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Role Overview

The Lead Generation Specialist will be a member of the LeadGen team within Broadridge’s Global Sales, Marketing and Solutions Organization reporting to the Head of International Lead Generation. This individual in this role will be responsible for identifying potential customers, generating new business opportunities, and managing leads through the sales pipeline. You will work closely with the sales and marketing team to ensure that our company’s sales goals are met.

Responsibilities

  • Match Broadridge products and services with client pain points, using comprehensive knowledge and proof points to explain how our solutions meet customer needs

  • Generate leads and build relationships by nurturing warm prospects and finding potential new sales opportunities

  • Collaborate with the sales and marketing team to develop strategies for reaching sales targets

  • Manage and maintain a pipeline of interested prospects and engage sales executives in next steps

  • Identify best practices for refining the company’s lead-generation playbook

  • Utilize Salesforce, cold calls, and email to generate new sales opportunities

  • Build long-term, trusting relationships with prospects to qualify leads as sales opportunities

  • Proactively seek new business opportunities in the market

  • Schedule appointments for sales representatives to meet with prospective customers

  • Track progress towards meeting sales goals

  • Use customer relationship management (CRM) software to manage leads and sales activities

  • Stay up-to-date on market trends, competition, and industry developments

  • Attend networking events and trade shows to build relationships and generate leads

  • Provide regular reports on sales activities and results to management

Your Profile

  • Minimum of 3-4 years of experience

  • Bachelor’s degree

  • Proficiency with Salesforce or other CRM software

  • Multi-lingual preferred (Mandarin and Cantonese will be an advantage)

  • Experience in client services, or sales support role a plus

  • Strong communication skills with the ability to convey information effectively over the phone; the ability to clearly articulate a message to attract attention and buy-in. Must also effectively communicate in writing

  • Ability to influence others, and persuade them to change their minds or behavior; The ability to communicate information and ideas in speaking so others will understand and change their perspective and/or consider other perspectives

  • Ability to demonstrate active listening. Take time to understand the points being made by others, ask questions as appropriate and not interrupt at inappropriate times

  • Must be service oriented and demonstrate capability to actively look for ways to help

  • Ability to deal with rejection and be persistent in the face of pushback

#LI-KA2

#LI-Hybrid

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. 

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Skills Required

  • Minimum of 3-4 years of experience
  • Bachelor's degree
  • Proficiency with Salesforce or other CRM software
  • Multi-lingual preferred (Mandarin and Cantonese will be an advantage)
  • Experience in client services or sales support role

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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The Company
HQ: New Hyde Park, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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