FINANCIAL SALES LEADS AND MARKETING TOOLS

Unlimited Access to Targeted Financial Services Leads

If you’re in the financial planning industry, financial leads are what you need to help build your book of business. Find quality prospects on Salesgenie! Our detailed business or consumer profiles will help you prepare for sales calls, while our innovative marketing tools will quickly get your message into the right hands.

Call one of our marketing experts at 877.708.3844 to learn more.

Simple, fast, and cost-effective, Salesgenie is the perfect prospecting and marketing service for financial planners. It can help to:

Quickly pinpoint the right prospects

With hundreds of search selections and an easy-to-use design, our search tool makes it simple to find the financial leads you need. And it’s available online or via our handy mobile app, so you can use it wherever, whenever.

Easily manage your sales 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.

Create effective marketing campaigns

We make it easy to create professional (and low-cost) marketing campaigns. Quickly put together direct mail or email campaigns, or advertise on Google.

Plus, our marketing experts are dedicated to helping your business succeed. From building lists to designing and executing your campaigns, we can do as little or as much as you need. Simply pick up the phone and put us to work for you!

Try Salesgenie FREE!

Fill out the form to get your free 3-day trial plus 150 free leads now.

Find the Perfect Financial Leads

Our marketing experts can help you segment your list based on specific sales criteria—so you can get your message out to the right people.

A few examples include:

Young professionals
High-income executives
Out-of-state movers
Individuals who have recently changed professions
And more!

See What Our Customers Are Saying

Salesgenie is rated 9.8 out of 10 with 1065 reviews.

Rated on September 10, 2020 by AnnHarper-67558

"..."
Rated on September 8, 2020 by kevinharkins

"From Angela to our trainer Berti, it has been great joining Salesgenie! "
Rated on August 12, 2020 by PA-Doug

"Karen was very helpful and knowledgeable. She answered all my questions on the first call."
Rated on August 7, 2020 by mcb-56445

"Have only had for about a week so far but the ease of use, walk through and support has been great so far. Thank you for the support and hope it keeps going well. "
Rated on August 7, 2020 by amclean007

"Absolutely wonderful they are available at all times to assist."
Rated on July 23, 2020 by jdh2020

"In the last three months ago, with the help of Courtney McCabe at Salesgenie.com, I've purchased two email lists. My client who owns a restaurant and we needed to shore up his sales during the covid crisis by..."
Rated on July 23, 2020 by jemscashflowcom

"Angela has been professional, informative and very responsive to my voicemails and emails. Dallas was also very professional and informative on our training call."
Rated on June 30, 2020 by ali-229

"When I need help, there team go beyond the call of duty! Thank you!"
Rated on June 26, 2020 by joshjohnson-35674d

"They are a tremendous help and are there if I need them. They are very dependable and highly recommend their service. I would ask for Ann Mckenna, she is very helpful."
Rated on June 12, 2020 by joshjohnson-81

"Ann McKenna is very helpful and has been great. "