Now Hiring - Financial Services Client Discovery Representative - Inside Sales in Middleton, WI

The Client Discovery Representative helps drive new business growth primarily focusing on in-bound and outbound lead generation, follow up, nurturing, and program coordination. The Client Discovery Representative will spend a majority of their time actively engaging, monitoring, and tracking in-bound leads and prospective clients as they move through the Savant sales funnel up to the point that they are assigned to a Financial Advisor.

The Client Discovery Representative will:

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  Engage in and support various marketing inbound lead generation activities to further identify and engage leads, including assisting with communication outreach and nurture campaigns.

• Schedule initial consultation meetings for advisors once warm in-bound leads are identified and qualified.

• Receive, fulfill, support, track, and manage all of Savant’s in-bound leads including phone calls, emails, and website forms.

• Make outbound calls to identify opportunities, provide education, insight, uncover needs and make referrals.

• Serve as team liaison, assisting and engaging with our internal Advisory and Business Development teams.

• Effectively engage qualified leads and prospective clients by understanding motivation and needs, qualifying them against Savant services, and scheduling them with appropriate advisors for initial consultations.

• Develop, maintain, and foster positive/enhanced working relationships throughout the organization with emphasis on advisory.

• Track and monitor the success rate and overall conversion of in-bound leads through the sales process.

• Work effectively, in close collaboration, with both the Advisory and Marketing Departments.

• Continuously execute high-quality sales activity on a daily basis, including consistent cold or warm phone and email outreach to leads and prospects.

• Research and develop new in-bound and out-bound partnerships to bring new leads into the sales funnel.

Our Client Discovery Representative role typically requires the following:

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  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.

• Is able to work some evenings and Saturdays

• 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.

Why Join Us?

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  We are a growing firm, with opportunities for future growth and advancement in your role.

• We offer health, vision, dental, and 401K benefit options for you and your family.

• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service

• Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career - apply today!

Collective Wisdom. We're Better Together.

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom. If you want to be part of a culture that is defined through strong values - Savant is right for you.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employe