Client Discovery Representative

Savant•Middleton, WI

14h•Onsite

About The Position

Savant is hiring a Client Discovery Representative to engage, qualify, and nurture prospective clients as they move through the sales funnel. This full-time, client-facing position focuses on meaningful prospect conversations and consistent daily outreach in a fast-paced, metrics-driven environment. The representative helps prospective clients understand Savant’s services, identifies their needs, and schedules initial consultations with the appropriate Financial Advisor. The role is based on-site in Savant’s Middleton, Wisconsin office and involves close collaboration with the Client Discovery Team and colleagues in Advisory, Marketing, and Business Development. It is performance- and activity-driven, with visibility into lead flow, conversion outcomes, and the representative’s 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 combinations of education and work experience will 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 in 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 motivation, qualify their needs against Savant’s services, and schedule initial consultations with the appropriate Financial Advisor.
Accurately track lead activity, progress, and conversion outcomes in Savant’s enterprise CRM.
Partner with Advisory, Marketing, and Business Development teams to support a smooth transition from first contact to advisor handoff.
Carry out high-quality sales activity, including warm and cold phone and email outreach.
Research and help develop 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.