Inside Sales - Business Development

Description

Are you seeking a rewarding career in financial services where you can contribute to the rapid growth of a dynamic company while building meaningful connections with clients? If so, we have an exciting opportunity for you! As an Inside Sales Representative - Business Developer (known as a Client Discovery Representative at Savant), you’ll play a key role in driving new business growth by focusing on lead generation, follow-up, program coordination and beginning to build client relationships. You will be the first point of contact for potential clients, engaging with in-bound and outbound leads, and guiding them through the initial stages of our sales process.

Collective Wisdom. We're Better Together. For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. 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. If you want to be part of a culture that is defined by strong values - Savant is right for you.

Duties And Responsibilities

• 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
  
  

A Couple Things To Note About This Role:

• Located in our Middleton, WI, this role will collaborate closely with the Client Discovery Team
• This is a full-time role. This role may require some evening and Saturday morning working hours.
• In addition to a competitive base salary and the benefits package outlined below, this role also offers a lucrative incentive plan.
  
  

Qualifications

The Client Discovery Representative position typically requires the following qualifications:

• 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.
• 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?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
  
  

The Perks:

At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.
• Employee Recognition: Be celebrated with monetary awards through our recognition program.
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
  
  

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 Employer.



We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Description

Are you seeking a rewarding career in financial services where you can contribute to the rapid growth of a dynamic company while building meaningful connections with clients? If so, we have an exciting opportunity for you! As an Inside Sales Representative - Business Developer (known as a Client Discovery Representative at Savant), you’ll play a key role in driving new business growth by focusing on lead generation, follow-up, program coordination and beginning to build client relationships. You will be the first point of contact for potential clients, engaging with in-bound and outbound leads, and guiding them through the initial stages of our sales process.

Collective Wisdom. We're Better Together. For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. 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. If you want to be part of a culture that is defined by strong values - Savant is right for you.

Duties And Responsibilities

• 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
  
  

A Couple Things To Note About This Role:

• Located in our Middleton, WI, this role will collaborate closely with the Client Discovery Team
• This is a full-time role. This role may require some evening and Saturday morning working hours.
• In addition to a competitive base salary and the benefits package outlined below, this role also offers a lucrative incentive plan.
  
  

Qualifications

The Client Discovery Representative position typically requires the following qualifications:

• 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.
• 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?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
  
  

The Perks:

At Savant, we are committed to supporting our employees' well-being and growth. We offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.
• Employee Recognition: Be celebrated with monetary awards through our recognition program.
• Team Incentive Plans : Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
  
  

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 Employer.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.