Sales & Account ManagementSales Development Representative
About the job
Requirements
Communicate clearly and confidently and enjoy engaging with people.
Demonstrate resilience and a positive attitude when facing rejection.
Be coachable and open to feedback.
Take ownership of work and follow through consistently.
Thrive in a structured, process-driven environment.
Be motivated to learn and grow in a performance-based role.
Bring a competitive mindset from academics, athletics, or professional experience.
Responsibilities
Learn and execute a structured client development process designed to build meaningful relationships.
Engage with prospective clients through outbound calls, emails, and follow-up communication.
Lead thoughtful conversations to understand client needs and financial goals.
Educate prospects on the firm's services and how it helps clients make informed financial decisions.
Maintain consistent follow-up and relationship-building over time.
Collaborate with financial advisors and internal teams to move opportunities forward.
Accurately track activity and progress within customer relationship management systems.
Continuously improve through coaching, feedback, and performance metrics.
Desired Qualifications
Relevant backgrounds may include teaching and education, athletics or team leadership, coaching or training, hospitality, military service, recruiting, other client-facing roles, or recent graduates with strong leadership experience.
At Willis Johnson Wealth, we’re growing—and we’re looking for motivated individuals to join our Client Development team.
This role is designed for people who are strong communicators, highly coachable, and motivated to build a long-term career in financial services. You do not need prior sales experience to succeed here.
In fact, some of our top performers come from backgrounds like teaching, athletics, coaching, hospitality, and other people-focused roles. They succeed because they know how to connect with others, follow a process, and stay resilient through challenges. If you’re someone who enjoys working with people, takes pride in doing things the right way, and is motivated to grow, we’ll provide the training and support to help you succeed.
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.
Responsibilities
Learn and execute a structured client development process designed to build meaningful relationships
Engage with prospective clients through outbound calls, emails, and follow-up communication
Lead thoughtful conversations to understand client needs and financial goals
Educate prospects on our services and how we help clients make informed financial decisions
Maintain consistent follow-up and relationship-building over time
Collaborate with financial advisors and internal teams to move opportunities forward
Accurately track activity and progress within CRM systems
Continuously improve through coaching, feedback, and performance metrics
Qualifications We’re less focused on where you’ve worked and more focused on how you work. You may be a strong fit if you:
Are a clear, confident communicator who enjoys engaging with people
Demonstrate resilience and a positive attitude, even when facing rejection
Are highly coachable and open to feedback
Take ownership of your work and follow through consistently
Thrive in a structured, process-driven environment
Are motivated to learn and grow in a performance-based role
Bring a competitive mindset—whether from academics, athletics, or professional experience
Backgrounds that often do well in this role include:
Teachers and educators
Former athletes or team leaders
Coaches or trainers
Hospitality professionals (servers, bartenders, hotel staff)
Military veterans
Recruiters or other client-facing roles
Recent graduates with strong leadership experience
Performance bonus with targets of 75–125% of annual salary
401(k) plan with opportunities to earn up to 7% the first year and 10% with tenure
Opportunities for the best and brightest to buy in and become owners over time
11 paid holidays and 15 PTO days
Employer covers 80% of Health, Dental, and Vision insurance premiums for individuals and families.
Employer HSA contributions
Employer-paid Life and Long-Term Disability
What Makes Someone Successful Here At Willis Johnson Wealth, we build our team around the principles outlined by Patrick Lencioni. Our most successful team members are:
Humble – team-oriented and open to feedback
Hungry – driven, proactive, and motivated to improve
People-smart – aware, thoughtful, and strong communicators
If you bring these qualities, we can teach you the rest.
Apply If you’re looking for a role where you can build valuable skills, grow your career, and be part of a high-performing team, we encourage you to apply.