Client Discovery Representative
About The Position
Savant is hiring a Client Discovery Representative to engage, qualify, and nurture prospective clients as they move through the sales funnel. The role centers on meaningful conversations, daily outreach, and collaboration in a fast-paced, metrics-driven environment, with an opportunity to build a career in wealth management. This is a full-time, client-facing, on-site role based in Savant’s Middleton, Wisconsin office. The position works closely with the Client Discovery Team and has direct visibility into lead flow, conversion outcomes, and overall impact. Some evening and Saturday morning hours may be required to accommodate prospect availability and client needs.
Requirements
- Bachelor’s degree in business, finance, marketing, communication, or a related field; equivalent education and work experience may be considered.
- One to two years of experience in inside sales, business development, lead generation, or a similar client-facing role.
- Demonstrated ability to drive sales activity and revenue through an inside sales environment.
- Experience working with an enterprise-level CRM, along with strong Excel and database capabilities.
- Knowledge of inbound lead generation and familiarity with financial-services compliance and regulatory requirements.
- Actively pursuing the Series 65, with the ability to obtain it within six months of hire.
- Clear, confident written and verbal communication skills, including the ability to engage clients, prospects, and colleagues at all levels of the firm.
- Strong analytical, organizational, and follow-through skills, with the ability to manage multiple priorities in a fast-moving environment.
- Self-motivated, positive, and supportive approach, with the ability to work effectively independently and as part of a team.
- Must be authorized to work for any employer in the United States; visa sponsorship is not available.
Responsibilities
- Engage, monitor, and manage inbound leads from phone calls, emails, website forms, and marketing campaigns.
- Make outbound calls and send targeted follow-up communications to educate prospects, uncover needs, and identify opportunities.
- Understand each prospect’s motivations, qualify their needs against Savant’s services, and schedule initial consultations with the appropriate Financial Advisor.
- Accurately track lead activity, progress, and conversion outcomes within Savant’s enterprise CRM.
- Partner with Advisory, Marketing, and Business Development teams to support a smooth transition from first contact to advisor handoff.
- Consistently execute high-quality sales activity, including warm and cold phone and email outreach.
- Research and help develop new inbound and outbound partnerships that bring qualified leads into the sales funnel.
- Build positive working relationships across the organization, particularly in support of Advisory teams.
Benefits
- Medical, dental, and vision coverage with multiple plan options.
- Health Savings Account (HSA) or Flexible Spending Account (FSA).
- Company-paid life insurance, AD&D, and disability coverage.
- 401(k) with company match, with Roth and Traditional options.
- Team-based incentive opportunities and recognition programs.
- Performance-based incentive compensation tied to individual results.
- Generous paid time off and at least 10 paid holidays.
- Annual “Savantiversary” day.
- Summer Hours, with shorter work weeks during the summer.
- Parental leave, personal leave, and other life-event support.
- Professional development time and support for continued learning.
- Employee Assistance Program (EAP).
- Wellness reimbursements, such as gym memberships.
- Flexible “Dress for Your Day” approach.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
