Marketing & Lead Generation Specialist
Required skills
- appointment setting
- CRM tracking
- outbound outreach
- campaign reporting
- referral development
- phone
- text
- digital channels
- community channels
Nice to have
- marketing experience
- appointment setting experience
- inside sales experience
- customer service experience
- community-outreach experience
- bilingual English/Spanish
Role summary
Advantixx Insurance is seeking a Marketing & Lead Generation Specialist in Henderson to build a qualified prospect pipeline. This role involves researching and contacting potential customers through various channels, qualifying interest, scheduling appointments for licensed producers, and maintaining CRM records. Responsibilities include supporting marketing campaigns, social media, local events, and referral partnerships, as well as testing messaging to improve conversion rates. The position requires strong communication, organization, and CRM skills. Experience in marketing, appointment setting, inside sales, customer service, or community outreach is helpful. Bilingual English/Spanish skills and a willingness to pursue insurance licensing are a plus.
Join Advantixx Insurance as a Marketing & Lead Generation Specialist in Henderson and help create a dependable pipeline of qualified insurance prospects.
ROLE SUMMARY
Support agency growth through campaign execution, lead research, outbound outreach, appointment setting, referral development, and accurate CRM tracking.
KEY RESPONSIBILITIES
• Research and contact prospective customers using approved phone, email, text, digital, and community channels.
• Qualify interest, document needs, and schedule appointments for licensed producers.
• Maintain clean lead records, follow-up cadences, source tracking, and campaign reporting.
• Support social media, local events, referral partnerships, and customer outreach.
• Test messaging and improve lead-to-appointment conversion with agency leadership.
• Do not quote, advise on, negotiate, bind, or sell insurance unless properly licensed and authorized.
QUALIFICATIONS
• Marketing, appointment setting, inside sales, customer service, or community-outreach experience is helpful.
• Clear communication, persistence, organization, and comfort using CRM tools.
• Insurance license is not required for non-licensed lead-generation duties; willingness to pursue licensing is a plus.
• Bilingual English/Spanish skills are a plus.
COMPENSATION AND GROWTH
• Competitive base compensation based on experience and qualifications.
• Performance incentives may be offered for eligible results under the agency compensation plan.
• Training, PTO, paid holidays, and benefits may be available to eligible full-time employees, subject to plan terms.
Advantixx Insurance is an equal opportunity employer. Employment with Advantixx Insurance is separate from employment with Farmers Insurance.
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