Facebook Ads + Funnel + AI Dialer Expert (Financial Services Lead Gen System)

We are building a complete, plug-and-play lead generation system for a financial services company focused on: • Final Expense (ages 60–85) • Life insurance / legacy planning • Potential upsell into single premium life products We are looking for an experienced expert or small team who can help us design, build, and optimize the entire system end-to-end. ⸻ Objective Create a fully functional lead generation machine that: 1. Generates compliant Facebook leads 2. Converts traffic through a high-performing landing page / VSL funnel 3. Books appointments (Calendly or similar) 4. Routes leads into a CRM 5. Connects to an AI dialer or call system for immediate follow-up ⸻ Scope of Work We need help with: 1. Facebook Ads (Meta – Special Ad Category: Financial Services) • Campaign setup (compliant targeting) • Creative strategy (video ads, hooks, messaging) • A/B testing and optimization • Retargeting setup 2. Funnel Optimization • Landing page review and improvements (we already have one) • VSL optimization (hooks, structure, CTA) • Conversion tracking (Meta Pixel + CAPI) • Calendly integration (booked appointment tracking) 3. CRM + Lead Routing • Recommend/setup CRM (GoHighLevel, HubSpot, etc.) • Lead capture + tagging • Automated workflows (SMS/email follow-up) 4. AI Dialer / Speed-to-Lead System • Recommend and integrate AI dialer or power dialer • Immediate call routing to agents • Optional: AI voice or SMS follow-up 5. Compliance Awareness • Experience running ads in financial services / insurance • Understanding of Meta restrictions • Ability to write compliant ad copy (no misleading claims) ⸻ Ideal Candidate • Proven experience generating leads in: • Insurance (Final Expense preferred) • Financial services • Strong understanding of Meta Special Ad Category • Experience with: • VSL funnels • Calendly or appointment funnels • CRM automation • AI dialers or call systems • Can provide case studies or results ⸻ Bonus (Huge Plus) • Experience with Final Expense lead generation • Experience upselling into higher-ticket products • Familiar with tools like: • GoHighLevel • Zapier • Twilio • AI voice tools ⸻ To Apply, Please Answer: 1. Have you built a similar lead generation system? Describe it. 2. What CRM + dialer setup would you recommend for this? 3. How do you handle compliance with Meta in financial services? 4. Can you share results (CPL, booked calls, etc.)? 5. If you were starting this from scratch, what would your exact setup look like? ⸻ Project Type Open to: • Fixed price (for full system build), OR • Ongoing monthly management ⸻ Goal We are looking for a long-term partner, not just a freelancer. If you understand how to build a predictable, scalable lead flow, we want to work with you.