Financial Leads Researcher & Compiler

Job Title: Financial Services Lead Researcher (Freelance)
Type: Remote, Project-Based
Compensation: Competitive, based on lead quality and volume
Objective
Identify and compile verified leads of individuals or businesses with active accounts at major U.S. banks (e.g., Chase, Bank of America, First Horizon, Wells Fargo, etc.). Leads must include publicly available contact details (name, email, phone, LinkedIn, etc.) and, where possible, account type (e.g., checking, savings, business).
Responsibilities
- Research and extract publicly available data from professional networks, business directories, and financial publications.
- Focus on high-intent leads (e.g., business owners, high-net-worth individuals, or frequent account users).
- Deliver structured lists (CSV/Excel) with:
- Bank name
- Account holder name
- Contact information (email/phone/LinkedIn)
- Additional notes (e.g., account type, business name if applicable).
- Ensure accuracy and compliance with data privacy laws (no illegal scraping).
Requirements
- Experience in B2B/B2C lead generation for financial services.
- Access to tools like LinkedIn Sales Navigator, Apollo.io, or ZoomInfo.
- Ability to verify leads and remove duplicates.
- Strong attention to detail and confidentiality.
Deliverables
- Minimum [X] verified leads per week/month (scalable based on performance).
- Regular updates on progress and lead sources.
Application Instructions
Submit:
1. Past examples of lead lists (redact sensitive info if needed).
2. Your method for sourcing and verifying leads.
3. Proposed rate (per lead or flat fee).