Client Discovery Representative - Middleton, WI bei Savant Wealth Management
Savant Wealth Management · Middleton, Vereinigte Staaten Von Amerika · Onsite
- Junior
- Optionales Büro in Middleton
Job Details
Job Location: Middleton WI - Middleton, WI
Position Type: Full Time
Salary Range: $65000.00 - $89000.00
Job Shift: Day
Discover Your Future at Savant Wealth Management
At Savant, we believe everyone deserves clarity, confidence, and peace of mind when it comes to their financial future. For nearly 40 years, we’ve helped individuals, families, and businesses pursue their ideal futures through trusted, fiduciary advice — and that all begins with the first conversation.
That’s where you come in.
As a Client Discovery Representative, you’ll be the first voice many of our future clients hear. You’ll guide interested prospects through their initial discovery experience — listening, engaging, and helping them connect with the right Savant advisor who can make their goals a reality. You’ll be part relationship-builder, part problem-solver, and part strategist, helping people take that all-important first step toward a better financial life.
What You’ll Do
- Be the friendly, knowledgeable first point of contact for individuals reaching out to Savant.
- Manage and respond to inbound leads via phone, email, and website inquiries with professionalism and care.
- Qualify leads by understanding their needs, goals, and fit for Savant’s services.
- Schedule and coordinate introductory consultations with the right advisors.
- Conduct outbound follow-up and outreach to re-engage prospective clients or nurture leads from marketing campaigns.
- Collaborate closely with our Advisory and Marketing teams to ensure a seamless, positive client experience.
- Track, manage, and report on lead activity, conversion metrics, and engagement in our CRM.
- Continuously explore new ways to enhance outreach effectiveness and build meaningful connections.
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?
For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision: Transform personal and financial dreams into goals and goals into reality.
Our Mission: To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values: Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership
The Perks:
At Savant, we are committed to supporting our employees as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $61,300 - $89,000. However, final base pay will be carefully determined based on several factors, including responsibilities, skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.
We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
- Benefit Eligibility 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 Hours.
- Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
- Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
- Employee Recognition: Enjoy 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.
Ready to Discover Your Next Great Opportunity?
If you’re energized by meaningful conversations, enjoy connecting with people, and want to help others take their first step toward financial peace of mind, we’d love to hear from you.
Apply today — and help us continue making a difference, one client at a time.
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.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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.
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