Client Development Specialist
About The Position
At Willis Johnson Wealth, we’re growing—and we’re looking for motivated individuals to join our Client Development team. This role is designed for people who are strong communicators, highly coachable, and motivated to build a long-term career in financial services. You do not need prior sales experience to succeed here. In fact, some of our top performers come from backgrounds like teaching, athletics, coaching, hospitality, and other people-focused roles. They succeed because they know how to connect with others, follow a process, and stay resilient through challenges. If you’re someone who enjoys working with people, takes pride in doing things the right way, and is motivated to grow, we’ll provide the training and support to help you succeed. Willis Johnson Wealth is a fast-growing, award-winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, investments, and insurance. And with everything we recommend, we put our clients first—always. No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. We provide a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO. We pride ourselves on supporting personal and professional growth. We encourage continued education for all employees and support participation in educational conferences and events. We’re tech-forward and trust our team to get their jobs done without micromanaging.
Requirements
- Clear, confident communicator who enjoys engaging with people
- Demonstrate resilience and a positive attitude, even when facing rejection
- Highly coachable and open to feedback
- Take ownership of your work and follow through consistently
- Thrive in a structured, process-driven environment
- Motivated to learn and grow in a performance-based role
- Bring a competitive mindset—whether from academics, athletics, or professional experience
- No prior sales experience is required.
Nice To Haves
- Teachers and educators
- Former athletes or team leaders
- Coaches or trainers
- Hospitality professionals (servers, bartenders, hotel staff)
- Military veterans
- Recruiters or other client-facing roles
- Recent graduates with strong leadership experience
Responsibilities
- Learn and execute a structured client development process designed to build meaningful relationships
- Engage with prospective clients through outbound calls, emails, and follow-up communication
- Lead thoughtful conversations to understand client needs and financial goals
- Educate prospects on our services and how we help clients make informed financial decisions
- Maintain consistent follow-up and relationship-building over time
- Collaborate with financial advisors and internal teams to move opportunities forward
- Accurately track activity and progress within CRM systems
- Continuously improve through coaching, feedback, and performance metrics
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life insurance
- 401(k) plan
- PTO
- Continued education
- Participation in educational conferences and events
- HSA contributions
- Employer-paid Life and Long-Term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
