Client Discovery Representative - Middleton, WI

Savant Wealth Management•Middleton, WI

63d•$65,000 - $89,000•Onsite

About The Position

At Savant, we believe everyone deserves clarity, confidence, and peace of mind when it comes to their financial future. For nearly 40 years, we’ve helped individuals, families, and businesses pursue their ideal futures through trusted, fiduciary advice — and that all begins with the first conversation. That’s where you come in. As a Client Discovery Representative, you’ll be the first voice many of our future clients hear. You’ll guide interested prospects through their initial discovery experience — listening, engaging, and helping them connect with the right Savant advisor who can make their goals a reality. You’ll be part relationship-builder, part problem-solver, and part strategist, helping people take that all-important first step toward a better financial life.

Requirements

Bachelor’s degree from an accredited college or university in the area of business, finance, marketing, or communication.
Possesses a minimum of 1- 2 years of experience in a similar role.
Ability to drive sales revenue through an inside sales role.
Ability to effectively work within a sales capacity in an enterprise level CRM solution.
Proven Excel and database skills and capabilities.
Possesses knowledge and experience with inbound lead generation.
Possesses knowledge of compliance and regulatory requirements for financial services environments.
Actively pursuing a Series 65, to be obtained within 6 months of hire.
Demonstrates proficiency with writing and communicating effectively.
Demonstrates strong analytical skills.
Demonstrates competent communication skills.
Manages multiple priorities and can multi-task
Possesses the ability to be self-motivated, to work well independently and as part of a team.
Demonstrates the ability to work well with all levels of the firm, as well as with clients and prospects.
Maintains a positive and supportive attitude in the workplace.

Responsibilities

Be the friendly, knowledgeable first point of contact for individuals reaching out to Savant.
Manage and respond to inbound leads via phone, email, and website inquiries with professionalism and care.
Qualify leads by understanding their needs, goals, and fit for Savant’s services.
Schedule and coordinate introductory consultations with the right advisors.
Conduct outbound follow-up and outreach to re-engage prospective clients or nurture leads from marketing campaigns.
Collaborate closely with our Advisory and Marketing teams to ensure a seamless, positive client experience.
Track, manage, and report on lead activity, conversion metrics, and engagement in our CRM.
Continuously explore new ways to enhance outreach effectiveness and build meaningful connections.

Benefits

Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.