Client Development Specialist

Willis Johnson Wealth; Houston (TX); On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

401(k)

PTO

HSA contributions

Life insurance

Long-Term Disability

Job summary

Willis Johnson Wealth in Houston seeks a motivated Client Development professional to build relationships with prospective clients. You don't need prior sales experience; training and support are provided to help you grow in financial services.

You will learn a structured process, engage via outbound calls and emails, and collaborate with financial advisors. The role emphasizes integrity, coaching feedback, and growth in a fast-paced, client-focused environment.

Qualifications

• Strong communication and the ability to stay coachable in a sales-assisted environment.
• Willingness to learn a structured client development process.
• Ability to rebound from rejection and stay motivated to grow.

Responsibilities

• Learn and execute a structured client development process 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 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.

Skills

Clear communicator

Coachable

Resilient

Process-driven

Growth mindset

People-smart

Job description

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.

• 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

No prior sales experience is required.

Compensation & Benefits

• On-Target Earnings (Base + Performance Bonus): $90,000–$140,000/year
• Base Salary: $70,000
• 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
• 11paid 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

• 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.