Job Description

CornerStone Professional Placement is seeking a Lead Sourcer for a full-time direct hire opportunity in Irving, TX. The Lead Sourcer serves as a liaison between prospects and financial advisors across the country and also develops and recommends ways to effectively improve current processes. You will also be responsible for facilitating communications between prospective clients, financial advisors, and operations staff, and leverage our Customer Relationship Management (CRM) tool to log and record prospecting activity.


  • High School Diploma or Equivalent required; Bachelor’s degree strongly preferred
  • 1+ year of sales and relationship management experience
  • 1+ year of experience with Customer Relationship Management (CRM) tools such as SalesForce preferred
  • Previous experience in the financial services industry preferred
  • Previous experience in high-volume sales or appointment setting preferred
  • Demonstrate excellent time management skills and have intermediate level experience with Microsoft Office (Word and Excel).

For immediate consideration, please send your resume to Sean Tuttle at

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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