Performance Marketing Specialist for Financial Brokerage SPANISH CLIENTS

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.

Project ID: 40393555