Business Loan Lead Generation Executive

We are seeking a proactive Business Loan Lead Generation Executive to identify and qualify business owners for secured and unsecured loans. In this role, you will drive high-quality leads that meet our criteria and book qualified appointments for our client’s sales team.

Job Responsibilities

• Generate qualified leads through outbound calls, online research, social media, referrals, and other lead generation channels
• Screen potential applicants based on the company's qualification criteria
• Verify customer eligibility before passing leads to the sales team
• Maintain accurate records of prospects in the CRM
• Follow up with interested prospects to nurture and convert them into qualified appointments
• Coordinate with the sales team to ensure smooth lead handover
• Achieve weekly and monthly lead generation targets
• Ensure compliance with data privacy and lending regulations