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Freelance Performance Marketing & Lead Generation Specialist (Financial Brokerage Sales Room) We are seeking a highly skilled freelance expert to build from scratch a complete Hot Leads and Live Leads acquisition system for a high-performance financial brokerage sales room. The ideal candidate has proven experience creating scalable lead generation systems that deliver qualified prospects in real time, increase sales team productivity, and optimize conversion rates. This role requires someone who understands how to combine paid advertising, funnels, CRM automation, lead scoring, real-time routing, and sales operations into one profitable ecosystem. ⸻ Role Overview You will be responsible for designing, implementing, and optimizing a full lead generation engine capable of producing: • Hot Leads: Highly qualified prospects ready to speak with sales. • Live Leads: Real-time incoming leads routed instantly to the sales floor. • Consistent lead flow for closers and account managers. • Lower acquisition costs while improving lead quality. • Full tracking from ad click to funded client. The system must be designed specifically for the financial brokerage industry (forex, stocks, CFDs, crypto where legally applicable, wealth products, trading education, investment services, etc.). ⸻ Core Responsibilities Strategy & System Creation • Build a complete lead generation infrastructure from zero. • Design acquisition funnels for cold traffic, warm traffic, and remarketing. • Develop strategies to generate high-intent leads for a broker sales room. • Create a scalable model for daily lead flow. Paid Advertising Management Strong hands-on experience with: • Meta Platforms, Inc. Ads • Google LLC Ads • LinkedIn Corporation Ads • Native lead forms • Landing page traffic campaigns • Retargeting campaigns • High-ticket lead generation campaigns Funnel & Conversion Systems • Build landing pages with strong conversion rates. • Create lead magnets and offers for financial audiences. • Design qualification forms. • Build appointment funnels. • Optimize user journey from click to booked call. CRM & Automation Experience with one or more: • HubSpot, Inc. • Salesforce, Inc. • Zoho Corporation • GoHighLevel LLC Must know how to: • Build lead pipelines • Auto-assign leads to closers • Instant notifications to sales team • Lead scoring systems • Missed call follow-up automations • WhatsApp / SMS / email sequences • Re-engagement campaigns Sales Room Optimization • Create systems that improve agent productivity. • Design lead distribution rules. • Build speed-to-lead workflows. • Reduce no-answer rates. • Increase talk time and appointments. • Improve funded account conversions. ⸻ Required Experience Must Have • 3+ years performance marketing experience. • Proven experience generating leads for financial brokers or financial services. • Experience creating live lead routing systems. • Strong understanding of CPL, CAC, ROAS, close rates, ROI. • Funnel building experience. • CRM automation expertise. • Ability to build dashboards and reporting systems. Highly Preferred • Experience with forex brokers. • Experience with trading education funnels. • Experience in high-ticket phone sales environments. • Experience with multilingual campaigns (English / Spanish). • Understanding of compliance restrictions in finance advertising. ⸻ Deliverables Expected The freelancer should be able to build: Phase 1 – Foundation • Full acquisition strategy • Customer avatars • Offers & lead magnets • Funnel structure • CRM architecture Phase 2 – Buildout • Ad campaigns launched • Landing pages live • Lead forms live • CRM automations live • Live lead routing active Phase 3 – Optimization • Daily KPI tracking • Lower CPL • Better lead quality • Increase hot lead percentage • Increase booked appointments • Improve funded client conversions ⸻ KPIs We Will Measure • Cost per Lead • Cost per Hot Lead • Cost per Funded Client • Contact Rate • Appointment Rate • Show Rate • Close Rate • ROAS • Sales Room Productivity per Agent ⸻ Ideal Candidate Profile You think like both a marketer and a sales operator. You understand that leads alone do not matter—revenue matters. You know how to build systems where every lead is tracked, qualified, contacted fast, and monetized efficiently. You are proactive, data-driven, fast-moving, and accountable. ⸻ To Apply, Please Send 1. Relevant case studies 2. Industries worked with 3. Platforms mastered 4. CRM systems mastered 5. Example results (CPL / ROAS / funded clients) 6. How you would build a hot leads system for a broker from zero 7. Monthly rate or project fee 8. Availability to start ⸻ Project Type Freelance / Contract / Performance-Based (open to discussion) ⸻ Bonus Points If You Have Worked With • Foreign Exchange Market brokers • Cryptocurrency Markets offers • Investment call centers • Trading education sales teams • Multi-country acquisition campaigns ⸻ Final Note We are not looking for someone to “run ads.” We are looking for someone who can build a machine that feeds a sales room daily with hot and live leads. If that sounds like you, apply now.
N° de projet : 40393555
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Hi! We can build a high-performance lead generation system for your financial brokerage targeting Spanish clients with hot & live leads. We are a team of 62 professionals with 9 years of experience in Performance Marketing, Lead Generation, CRM Automation, and Funnel Building. Here's how we can help: * Meta/Google/LinkedIn ads + funnel setup for high-intent brokerage leads * CRM automation (HubSpot/GoHighLevel), lead scoring & instant WhatsApp/SMS routing * Optimize CPL, ROAS, conversions & sales room performance Which CRM are you using now, and what Spanish-speaking regions or budgets are you targeting?
$750 USD en 7 jours
3,8
3,8
17 freelances proposent en moyenne $985 USD pour ce travail

With over a decade in the Digital Marketing industry, my team and I at Marketing For Greatness have managed over $5 Million in ad spend to generate results and, most importantly, deliver ROI. Our expertise includes Search Engine Optimization (SEO), Pay-Per-Click Advertising (PPC), Social Media Marketing (Facebook, Instagram, LinkedIn, Twitter, TikTok), and more. We're also certified with Google Ads and Facebook Blueprint - guaranteeing that your campaign will be run by skilled professionals who are always updated on the latest industry trends. In terms of the specific job description, we can build a dynamic lead generation engine tailored explicitly for financial brokerage. This extends to creating acquisition funnels for the different kind of traffics generating them and remarketing the same, building personalized landing pages for your target audience incorporating powerful calls-to-action. Having worked extensively with multiple CRMs - HubSpot and Zoho being notable examples - we can assist you in building solid lead pipelines, effectively assigning leads to the best-suited closers to ensure minimal response time, real-time notifications along with follow up systems including SMS/WhatsApp sequences. Lastly, we also value accountability and measurement which is why our focus on KPIs aligns perfectly with what you need. Our data-driven approach allows us to constantly analyze metrics such as Cost per Lead (CPL) and improve lead quality on an ongoing basis.
$250 USD en 7 jours
6,5
6,5

Hello, As a highly experienced and successful Google Adwords expert and marketer for more than 14+ years, I bring wealth of experience across diverse businesses and accounts. I can assure: 1. In Depth Keyword Research and analysis 2. Campaign setup, monitor and scale with different PPC strategies 3. Campaigns Optimization & Bid Optimization 4. Analytics / Conversion Tracking Setup 5. Achieve targeted ROI for all ads spend and optimize on daily basis. 6. Constant update on google ads policies and trends in seo. 7. Regular Performance Reports Rr 1. Relevant case studies : Targeting Retired Persons to Invest in Retirement program and financial models. 2. Industries worked with : Finance, Political, E-Commerce, Lead Gen 3. Platforms mastered : Google, Meta, and most research tools with Certifications 4. CRM systems mastered : Zoho & Hubspot 5. Example results (CPL / ROAS / funded clients) : Can show in Screenshots 6. How you would build a hot leads system for a broker from zero: Need to understand system first and Thought process 7. Monthly rate or project fee : Mentioned 8. Availability to start : Can Start now full time Lets Connect to discuss how I can bring value and desired results in your project. Regards Feel free to Contact
$10 000 USD en 30 jours
4,9
4,9

As a seasoned digital marketing specialist with an emphasis on performance marketing, I am thrilled at the prospect of building a comprehensive lead generation system tailored specifically for your high-performance financial brokerage sales room serving Spanish clients. In my over five years of professional experience, I have consistently proven my ability to create, optimize, and scale complex lead acquisition systems that consistently deliver hot and live leads in real-time. My expertise lies in combining paid advertising channels like Google Ads and Meta Platforms with CRM automation (preferably HubSpot or Zoho), lead scoring mechanisms, and real-time routing solutions. I also understand how the performance of the sales room plays an integral role in your project's success. Drawing on past experiences optimizing sales operations for forex brokers and trading education funnels, I will build speed-to-lead workflows that reduce no-answer rates and increase funded account conversions. Therefore, if you're seeking a seasoned professional who is thorough in research and implementation, has multilingual capabilities (English/Spanish) and understands finance advertising compliance restrictions, I guarantee a comprehensive delivery that exceeds expectations every time. Let's get this powerhouse of a lead generation system up and running!
$500 USD en 7 jours
2,2
2,2

Hello Sir, Would you like me to build a complete performance marketing system that consistently generates and routes hot and live leads into your financial brokerage sales team? I’ll set up high-converting funnels, paid ad campaigns (Meta/Google/LinkedIn), CRM automation, and real-time lead routing so every lead is tracked, qualified, and quickly assigned to your sales agents. The system will also include KPI tracking to optimize CPL, conversions, and funded clients. If this fits your needs, I can start right away. Best, Irfan-k
$500 USD en 10 jours
1,7
1,7

Hi, I’m a performance marketing specialist with 5+ years of experience building high-intent lead generation systems for paid traffic. I focus on turning ads into structured funnels that deliver qualified, sales-ready leads, not just clicks. I can design and manage your full acquisition system — from Meta/Google/LinkedIn campaigns to landing pages, CRM automation, and real-time lead routing. I’ve worked with high-ticket funnels, sales teams, and conversion tracking systems where speed-to-lead and CPL optimization were critical. My approach is simple: build a scalable lead engine where every click is tracked, qualified, and routed instantly to sales, while continuously improving CPL, ROAS, and close rates. Ready to start immediately and build a system that feeds your sales room consistently.
$250 USD en 7 jours
0,0
0,0

Hi, I understand you’re not looking for ads. You’re looking for a lead engine that feeds your sales room daily with qualified, ready-to-convert prospects. That’s exactly how I approach performance marketing. With 7 years of experience, I have built full funnel systems where every lead is tracked, qualified, and optimized for revenue, not just volume. I work across Google, Meta, and LinkedIn, combined with tracking, funnels, and automation to improve real sales outcomes. How I would build your system from zero: - Define ICPs, offers, and funnels for cold, warm, and retargeting traffic - Launch high intent campaigns across Meta, Google, and LinkedIn - Build conversion focused landing pages and qualification flows - Set up complete tracking (GA4, GTM, pixels) from click to conversion - Design CRM workflows with lead scoring, instant routing, and follow ups - Implement speed to lead systems to maximize contact and booking rates What I focus on: - Lower CPL while increasing lead quality - Higher contact and appointment rates - Improving conversion from lead to funded client Platforms: Google Ads, Meta Ads, LinkedIn Ads, GA4, GTM CRM Experience: HubSpot, Zoho, GoHighLevel (lead routing, automation, pipelines) I focus on building scalable systems where marketing and sales work together to drive revenue. Available to start immediately. Let’s connect and discuss how we can build this into a consistent lead generation machine. Best Regards, Pankaj
$270 USD en 5 jours
0,0
0,0

Hello, You’re not looking for ads—you’re building a full revenue engine that delivers hot and live leads directly into a sales room with real-time routing and measurable ROI. The challenge is connecting acquisition, funnels, CRM, and sales ops into one system. I’ll build this end-to-end: multi-channel campaigns (Meta, Google, LinkedIn), high-converting funnels, and a CRM system (HubSpot/GoHighLevel) with lead scoring, instant routing, and automation (SMS/WhatsApp/email). I’ll also implement full tracking from click → funded client with KPI dashboards. I’ve built performance-driven lead systems combining ads, funnels, and CRM automation for scalable growth . Bonus: I’ll design speed-to-lead workflows to increase contact and close rates. Would you like me to outline a step-by-step hot lead system tailored to your sales room? https://www.freelancer.com.bd/u/mhmamun360 Best regards, Md Mamun Hossain
$250 USD en 30 jours
2,0
2,0

Hi, This is exactly the type of system I specialize in — not just running ads, but building a complete lead generation engine that delivers real revenue. I understand you need more than leads — you need qualified, real-time leads that convert into funded clients. My approach focuses on building a full funnel system from traffic to conversion. Here’s how I would approach this: • Create a full-funnel strategy (cold → warm → hot leads) • Launch high-intent campaigns on Meta & Google • Build conversion-focused landing pages & lead forms • Set up CRM automation (lead routing, scoring, follow-ups) • Implement real-time lead distribution to your sales team • Optimize for CPL, appointment rate, and conversion rate I have experience generating leads for service and high-ticket industries, focusing on lowering CPL while improving lead quality and conversion. I work with a data-driven approach — tracking everything from ad click to final conversion to maximize ROI. Happy to share my process or do a quick strategy breakdown for your business. Looking forward to working with you.
$500 USD en 7 jours
0,0
0,0

Hello, I can build your full hot & live lead generation system for your brokerage sales room using paid ads, funnels, CRM automation, and real-time lead routing. I will set up Meta/Google/LinkedIn campaigns, high-converting landing pages, CRM (HubSpot/GoHighLevel), lead scoring, instant notifications, and WhatsApp/SMS follow-ups to ensure fast conversion from click to funded client. Focus will be on lowering CPL, improving lead quality, and increasing booked calls and conversions through a fully automated system. Portfolio: https://www.freelancer.pk/u/salahuddin1973 Ready to start immediately. Best regards, Naufal
$300 USD en 22 jours
0,0
0,0

Hi there, I am excited about the opportunity to build a complete lead acquisition system for your high-performance financial brokerage sales room. My extensive experience in performance marketing and lead generation will enable me to create systems that not only bring in hot and live leads but also optimize the entire sales process for your team. With over 7 years of expertise in Conversion Rate Optimization, Digital Marketing, and Marketing Strategy, I have successfully developed scalable lead generation infrastructures for various clients. I have hands-on experience with Meta, Google, and LinkedIn Ads, along with CRM automation tools like HubSpot and Salesforce. To view my work, please check my portfolio: [Portfolio Link](https://www.freelancer.com/u/KanzahAfaqAhmad) I am confident in delivering a tailored strategy to significantly enhance your sales team's productivity and improve lead quality. Looking forward to collaborating on this project. Thanks, Kanzah Afaq
$500 USD en 7 jours
0,0
0,0

Panama City, Panama
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