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.

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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 9.85 out of 10 with 1042 reviews.

  • Rated on March 24, 2020 by bridgettgraham

    "Easy to use Lead generation tool. We are able to target the types of businesses that we need. Very affordable. Great customer service. . Organa Kannalytics"

  • Rated on March 19, 2020 by JenniferHart-22990

    "I am enjoying using this app in order to research leads for cold calling."

  • Rated on March 11, 2020 by Bob tee

    "We were hesitant about buying leads from Sales Genie. I now am happy because of the great service of Nate. He is a Rock Star! Nate for Congress!!!! He deserves a 50% pay increase and a significant bonus. "

  • Rated on March 10, 2020 by MKayWashi

    "My company had used them in the past, but I, myself had not and was completely unfamiliar with the program. Angela was amazing and walked me through everything to see if this was something I wanted to move forward..."

  • Rated on March 3, 2020 by tomrather

    "I find the data to be accurate and complete"

  • Rated on February 26, 2020 by wesleyyusko

    "Angela was persistent and extremely helpful with everything throughout the process. She answered all my calls and emails promptly and provided me with the full suite of products offered by Salesgenie"

  • Rated on February 20, 2020 by mhorbelt

    "Karen Lieber has been wonderful. GREAT guest care is so hard to find. "

  • Rated on February 19, 2020 by pstewart-78969

    "Awesome customer service. Easy interface "

  • Rated on February 18, 2020 by anthonymassey

    "Sales genie is awesome we use it everyday to connect with home owners and help them with any home remodeling. Sales genie is a big part of our team and family!"

  • Rated on February 14, 2020 by MikeRiffle

    "Had a great experience with Bertie Plutschak. This is the best value for the money I have used yet. Great Training from Bertie and excellent customer by her and Damon Wells. There responsiveness is 2nd to none. I..."

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Sign up today for your Free 3-Day Trial, or call one of our marketing experts at 877.708.3844 to learn more.

How can we help? Just give one of our marketing experts a call at 877.708.3844