Make.com & Instantly Outreach (RIA/Financial Advisor ICP)

Posted last week

Worldwide

Summary

Only accepting applications with proven experience in the financial services industry, specifically setting up and managing automated email campaigns to financial advisors and RIAs. I have an existing automated cold outreach stack (AdvizorPro, Vayne, Make.com, Instantly, Claude Pro, 100+ warmed email accounts) targeting independent financial advisors. Currently dealing with a deliverability issue and campaigns aren't sending/landing reliably. That is first priority, and ideally I'd want the same person to manage the oversight of existing campaigns and set up new customer campaigns. Phase 1: Diagnose and fix the deliverability issue, get one campaign running end-to-end. Phase 2: Expand the partnership to own and manage additional campaigns — ongoing account health monitoring (bounce rates, spam placement, domain reputation), flagging problems before they affect sending, and surfacing analytics that drive campaign performance toward goals (reply rates, calls booked). Requirements: 1.) Verifiable experience running automated cold email to financial advisors (include examples/results in your proposal) 2.) Experience in Make.com and Instantly 3.) Comfortable being measured on outcome, not hours

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Sales Development
Lead Generation
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:6 days ago
  • Interviewing:
    8
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 22, 2025
  • United States
    Philadelphia4:45 AM
  • $750 total spent
    3 hires, 1 active

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