Lead Qualification Specialist (Houston, TX

Role Overview

We are seeking experienced Lead Qualification Specialists to engage prospective high-net-worth customers who have expressed interest through digital or other approved lead-generation channels.

This specialist will create a premium first impression, understand the prospect's needs and interest, qualify the opportunity, schedule an appointment, and route the prospect to the appropriate financial professional, branch, or specialized team.

This is a high-touch customer-engagement role—not a high-pressure telemarketing position. It requires polished communication, discretion, active listening, emotional intelligence, and the ability to build trust with affluent and high-net-worth prospects.

The role does not provide investment, financial, tax, or legal advice.

• Contact prospective high-net-worth customers primarily by telephone, with email follow-up where approved.
• Deliver a professional, personalized, and responsive customer experience.
• Use approved discovery questions to understand customer needs, priorities, readiness, and preferred next steps.
• Qualify leads using defined business criteria.
• Schedule appointments and facilitate warm transfers where appropriate.
• Route qualified opportunities to the appropriate financial professional, branch, or team.
• Accurately document all interactions, outcomes, and follow-up actions in the CRM.
• Monitor lead acceptance and elevate or re‑route stalled opportunities.
• Follow approved scripts, privacy requirements, disclosures, and customer‑contact controls.
• Participate in quality monitoring, coaching, and continuous‑improvement activities.

• Two or more years of experience in high-net-worth customer service, financial services, private banking, wealth management, inside sales, appointment setting, premium hospitality, concierge services, luxury retail, or another high‑touch customer environment.
• Superior verbal communication and active‑listening skills.
• Polished and confident presence when engaging executives, business owners, professionals, and affluent customers.
• High degree of discretion, empathy, professionalism, and attention to detail.
• Consultative and customer‑centered approach; comfortable supporting conversion goals without aggressive selling.
• Experience using CRM, telephone, email, and scheduling applications.
• Able to work assigned shifts, including selected evenings and weekends.
• Able to work from the designated office for the initial four‑to‑eight‑week training and stabilization period.
• Associate's or bachelor's degree preferred.

The role will be office‑based during the initial four‑to‑eight‑week training, supervised‑production, and performance‑stabilization period. A hybrid arrangement may subsequently be considered for specialists who consistently meet quality, productivity, attendance, compliance, and information‑security expectations.

Each employee will work an assigned full‑time shift within the broader 8:00 a.m.–8:00 p.m. service window. Schedules will be rostered based on workforce‑management plans and may include evening and weekend rotations.

• Quality of the customer experience
• Speed to first contact
• Contact and qualification rates
• Appointment‑booked and appointment‑held rates
• Accuracy of CRM documentation
• Quality and compliance scores
• Schedule adherence and attendance
• Effectiveness of the lead handoff and conversion contribution