Sales & Account ManagementSales Development Representative
About the job
Requirements
A bachelor's degree or equivalent is required.
Inside sales experience is preferred.
Strong phone presence and experience making dozens of calls per day are required.
Detail orientation and strong project management and prioritization skills are required, including the ability to manage multiple stakeholders and projects simultaneously while maintaining quality work.
Excellent verbal and written communication skills are required.
Responsibilities
Spend over 50% of day-to-day activity on warm calls and emails, with an expectation of 250 or more calls and 50 or more customized emails per week.
Make outbound calls to prospects to schedule initial meetings, obtain meeting feedback and schedule follow-ups, register prospects for firm events, and add contact information to firm outbound marketing communications.
Build respectful, long-term rapport with prospects and clients to nurture referrals through a long sales cycle.
Make outbound calls before and after initial meetings, coordinating with Wealth Management Advisors to answer prospects' 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.
Comply with industry rules and regulations for all communications.
Research client connections on 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 customer relationship management system.
Produce regular weekly activity reports and monthly metrics reports.
Attend weekly Cases-In-Motion meetings and bi-monthly Marketing meetings.
Desired Qualifications
LinkedIn prospecting and networking experience is a plus.
One to two years of experience in the investment or financial advisory industry is advantageous.
Interest in obtaining Series 65, CFP, CPA, or CFA certifications is preferred; the employer sponsors and incentivizes these certifications and supports conference attendance.
Customer relationship management and marketing automation platform experience is preferred.
Do you have a fascination with both finance and sales?
Have you always been interested in savings strategies, mitigating taxes, and understanding the stock market?
Do you have exceptional calling skills?
Are you able to handle objections with a smile and convey value to prospective clients in a refined way? Are you looking for a role with unlimited upside and uncapped quarterly bonuses, benefits, and a growth-oriented environment?
Reporting to the Director of Marketing, the Client Development Specialist is responsible for identifying, nurturing and booking potential prospects to meet with our wealth management team, and owning the prospect relationship until they become clients. This role directly supports the firm’s new client acquisition goals. Responsibilities include identifying opportunities from both prospective and existing customers by understanding their needs, discussing solutions the firm can provide, and ensuring a smooth sales process throughout.
Why Willis Johnson Wealth?
Willis Johnson Wealth is a fast-growing, award-winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, investments, and insurance. And with everything we recommend, we put our clients first—always.
No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. We provide a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO. We pride ourselves on supporting personal and professional growth. We encourage continued education for all employees and support participation in educational conferences and events. We’re tech-forward and trust our team to get their jobs done without micromanaging.
Essential Responsibilities
Over 50% of the day-to-day job activity is warm calling and emailing
Expectation of 250+ calls and 50+ customized emails per week
Make outbound phone calls to prospects in order to:
Schedule an initial meeting
Get feedback on meetings and schedule follow-ups
Register prospects for firm events
Add contact info to firm touchpoints (Outbound Marketing Communications)
Build a respectful, long-term rapport with prospects and clients to nurture referrals through what can be a long sales cycle
Make outbound calls before and after an initial meeting; coordinate with Wealth Management Advisors to answer prospect technical questions while on the call
Actively prequalify prospects before scheduling meetings to ensure qualification standards are met and advisors have necessary data in advance
Maintain, refine, and build upon prospect and outbound marketing communication lists
Coordinate with the Director of Marketing to support campaigns, promote event attendance, and own the sales cycle with all prospects generated through marketing and referrals
Stay within all industry compliance rules and regulations for all communications
Research client connections to identify optimal prospective client targets through LinkedIn
Identify potential referrals for clients to advisors in advance of semi-annual meetings
Handle objections effectively by providing alternate solutions and recommending relevant content to convey the firm’s value proposition
Prepare advisors on prospects before meetings, debrief afterwards, and document relevant data in CRM
Produce regular weekly activity reports and monthly metrics reports
Attend weekly Cases-In-Motion and bi-monthly Marketing meetings
Qualifications
Bachelor’s degree or equivalent
Inside sales experience preferred
Strong phone presence and experience dialing dozens of calls per day
Detail-oriented with strong project management and prioritization skills; able to manage multiple stakeholders and projects simultaneously while maintaining quality work
Excellent verbal and written communication skills
Preferred Qualifications
LinkedIn prospecting and networking experience is a plus
1 to 2 years of experience in the investment or financial advisory industry is advantageous
Interest in obtaining Series 65, CFP®, CPA or CFA® – we sponsor and incentivize these certifications and support conference attendance
CRM and marketing automation platform experience preferred