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Salesgenie by Infogroup

Prospecting For Financial Advisors

Find New Clients

Try Free for 14 Days

Call 800.555.4550 or fill out the form to get started.

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The Proven Way to Find New Clients

Let our experienced team assist you by helping you create campaigns for:

  • wealth management
  • retirement planning
  • college planning
  • 401K promotion
  • supplemental life
  • stock, bonds, and mutual funds
* This extended trial is offered exclusively for Financial Agents and Advisors.
Call 800.555.4550 to get started.

Over 25,000 customers trust Salesgenie

Financial Advisors Extended 14-Day Trial – Call 800.555.4550

Free Trial – No obligation & No credit card required

Financial Advisor Leads

Get Unlimited Access to Quality Sales Leads

Search Salesgenie’s industry-leading business and consumer databases as often as you please. With dozens of search selections available, it’s easy to find targeted sales leads and get detailed profiles that will better prepare you for the sale.

Save Time & Money

Tired of wasting time and resources chasing down bad leads? With Salesgenie, you’ll get the most accurate and up-to-date consumer and business information available. Plus, it’s affordable and ready to use whenever you need it, online and via the mobile app.

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Deliver Your Message

Salesgenie gives you everything you need to send professionally designed, effective email and direct mail campaigns to your targeted lead list. And as a Google AdWords™, Yahoo! Bing reseller, we can help you advertise on the world’s leading search engines.

Manage Your Leads

Salesgenie Lead Manager™ is designed to help you work more effectively—and close more sales. Access valuable tools, including customized views, notes, tags, status icons, and much more.

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Stay Committed to Your Success

It’s our business to help your business grow. With Salesgenie, you’ll get hands-on, personalized assistance from marketing experts who can help you do everything from building a targeted list of leads to deploying marketing campaigns. Just give us a call—we’re here to help.

Financial Advisors Extended 14-Day Trial – Call 800.555.4550

Free Trial – No obligation & No credit card required

See What Our Customers Are Saying

  • "As a business owner, it is important to target vertical markets and connect with new clients to continually grow my business. I find using Salesgenie easy, and with their new look in format to target my prospects I can stay on top of my call and email marketing calendar. Their customer service is #1 in my book; I get the answers I need in a timely manner. I highly recommend Salesgenie."

    Tina Louis Penn, PayLab-plus.com

  • “My company has been using Salesgenie for many years. As a commercial brokerage company, we need to create lists of certain users for the marketing of our lease listings. Salesgenie is very easy to work with, and our rep is also very helpful. Great product and customer support, for sure!”

    IPC3838, posted on ResellerRatings.com

  • "Salesgenie is a very important tool for our business. We are business brokers, which means we help people get the best possible results when they buy or sell a privately held business. Salesgenie lets us quickly and easily obtain targeted leads for our marketing efforts. I remember when we had to spend days getting the information that we can now get in minutes—and we can import it directly into our contact management program in seconds!!!"

    BusinessTeam, posted on ResellerRatings.com

  • "In the two years that I have subscribed to Salesgenie, the system has more than paid for itself. I recommend it to all of my fellow real estate agents when they are about to launch a cold calling campaign."

    Justin Ross, posted on ResellerRatings.com