Full-Time
Inside Sales Representative
Updated on 9/3/2026
Willis Johnson Wealth
Compensation Overview
$90k - $140k/yr
Houston, TX, USA
In Person
Bachelor's
Category
 Sales & Account Management (1) |
|---|
Required Skills
Sales
CRM
Requirements
- A Bachelor’s degree or equivalent.
- Strong phone presence and experience dialing dozens of calls per day.
- Detail-oriented project management and prioritization skills, with the ability to manage multiple stakeholders and projects simultaneously while maintaining quality work.
- Excellent verbal and written communication skills.
Responsibilities
- Spend more than 50% of day-to-day activity on warm calling and emailing.
- Make at least 250 calls and 50 customized emails per week.
- Make outbound phone calls to prospects to schedule initial meetings, obtain feedback and schedule follow-ups, register prospects for firm events, and add contact information to outbound marketing communications.
- Build respectful, long-term rapport with prospects and clients to nurture referrals through a potentially long sales cycle.
- Make outbound calls before and after initial meetings and coordinate with Wealth Management Advisors to answer prospect technical questions during calls.
- Prequalify prospects before scheduling meetings to ensure qualification standards are met and advisors have necessary data in advance.
- Maintain, refine, and build prospect and outbound marketing communication lists.
- Coordinate with the Director of Marketing to support campaigns, promote event attendance, and own the sales cycle for prospects generated through marketing and referrals.
- Follow all industry compliance rules and regulations for communications.
- Research client connections through LinkedIn to identify optimal prospective client targets.
- Identify potential client referrals for advisors before semi-annual meetings.
- Handle objections by providing alternate solutions and recommending relevant content that conveys the firm’s value proposition.
- Prepare advisors for prospect meetings, debrief afterward, and document relevant data in the CRM.
- Produce regular weekly activity reports and monthly metrics reports.
- Attend weekly Cases-In-Motion and bi-monthly Marketing meetings.
Desired Qualifications
- Inside sales experience.
- LinkedIn prospecting and networking experience.
- One to two years of experience in the investment or financial advisory industry.
- Interest in obtaining Series 65, Certified Financial Planner, Certified Public Accountant, or Chartered Financial Analyst certifications, which the firm sponsors and incentivizes.
- Experience with a CRM and marketing automation platform.