Location: Remote

Position Type: Full-Time

Schedule: Monday, Tuesday & Friday: 1:00 PM–9:00 PM ET

Saturday & Sunday: 8:00 AM–4:00 PM ET

Days Off: Wednesday & Thursday

About Federal Benefits Sherpa

Federal Benefits Sherpa helps federal employees better understand and navigate their federal retirement and benefit options. We are looking for a Lead Qualification & Follow-Up Specialist to join our remote team and serve as an important first point of contact for prospective clients.

This is not a traditional sales or cold-calling position. You will be working with warm leads from people who have already expressed interest in learning more about their federal benefits and retirement options.

About the Role The Lead Qualification & Follow-Up Specialist will be responsible for promptly contacting new leads, handling inbound calls, qualifying prospects, and maintaining a consistent follow-up process.

The adecuado candidate is someone who is professional, organized, detail-oriented, persistent, and comfortable speaking with people on the phone. You should be able to have natural conversations with prospects while following established qualification questions and processes. Just as importantly, you must be highly disciplined when it comes to documenting calls, updating lead statuses, and making sure every prospect has a clear next step.

Key Responsibilities

- Make outbound calls to new warm leads and follow up with existing prospects.
- Handle inbound calls and speak with prospects in a professional and friendly manner.
- Ask questions to determine whether prospects meet established qualification criteria.
- Schedule appointments or intake calls when appropriate.
- Maintain accurate notes and update lead statuses after each interaction.
- Keep follow-up tasks and scheduled callbacks organized and up to date.
- Ensure leads are consistently followed up with according to established procedures.




- Escalate questions or qualified prospects to the appropriate team member when necessary.

Requirements
- Previous experience in sales, customer service, call center, lead qualification, or another phone-based position.
- Strong verbal communication and active listening skills.
- Organized and detail-oriented.
- Comfortable making outbound calls and handling inbound calls.
- Reliable and able to work independently in a remote environment.
- Basic computer skills and ability to learn new software.

Preferred Experience
- Experience working with warm leads or appointment setting.
- Experience with a CRM such as GoHighLevel or similar platforms .
- Insurance or financial-services experience is a plus, but not required.

The Ideal Candidate We're looking for someone who enjoys talking to people and is comfortable on the phone, but who also understands that organization and follow-up are just as important as the initial conversation.

You should be someone who:

- Is comfortable making calls every day.
- Listens carefully and asks good questions.
- Follows through on assigned follow-ups.
- Keeps accurate records.
- Can follow established processes and work independently.

What Success Looks Like Success in this position will be measured by:
- Promptly contacting new leads.
- Successfully reaching and qualifying prospects.
- Completing required follow-ups.
- Scheduling qualified prospects for the next step.
- Maintaining accurate CRM records and lead statuses.
- Providing a professional experience on every call.

Important This is a warm-lead qualification and follow-up role . The people you contact have already expressed interest in learning more.

Your responsibility is to make sure those leads are contacted promptly, professionally qualified, properly documented, and consistently followed up with.

If you're organized, dependable, comfortable on the phone, and enjoy helping people, we'd like to hear from you.

Federal Benefits Sherpa

- Helping Federal Employees Navigate Their Benefits & Retirement Options

📌 Lead Qualification & Follow-Up Specialist (México)
🏢 Federal Benefits Sherpa
📍 México