Client Discovery Representative

SAVANT; Town of Middleton (WI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Generous paid time off

Summer hours

Parental leave

Job summary

Savant is hiring a Client Discovery Representative to engage, qualify, and nurture prospective clients as they progress through our sales funnel. This on-site role in Middleton, WI requires daily outreach and collaboration with cross-functional teams to drive qualified leads and initial advisor consultations.

The successful candidate will have 1–2 years in inside sales or business development, a bachelor’s degree in a related field, and experience with an enterprise CRM and Excel/database tools.

Qualifications

• Bachelor’s degree in business, finance, marketing, communication, or related field is required.
• One to two years of experience in inside sales, business development, lead generation, or related client-facing role.
• Experience with an enterprise CRM and strong Excel/database skills.
• Familiarity with inbound lead generation and regulatory requirements in financial services.
• Active pursuit of the Series 65 within six months of hire.

Responsibilities

• Engage, qualify, and nurture inbound leads from multiple channels and educate prospects.
• Make outbound calls and follow-up communications to identify opportunities and schedule initial consultations.
• Track lead activity and conversion outcomes in the CRM and collaborate with Advisory, Marketing, and Business Development teams.
• Provide high-quality sales activity, including warm and cold outreach, and support partnerships to drive qualified leads into the funnel.
• Develop relationships across the organization to support Advisory teams and optimize handoffs.

Skills

Inside sales

CRM

Excel

Database

Communication

Analytical thinking

Education

Bachelor's degree in business/finance/marketing/communication

Tools

Enterprise CRM

Job description

Not every growth role looks the same—and this one puts you at the center of how new client relationships begin. Savant is hiring a Client Discovery Representative to engage, qualify, and nurture prospective clients as they move through our sales funnel. If you enjoy meaningful conversations, thrive in a fast-paced, metrics-driven environment, and want to build a career in wealth management, this role offers the opportunity to make an immediate impact while learning the business from the inside out.In this role, you can expect to focus in the following areas:Engage, monitor, and manage inbound leads from phone calls, emails, website forms, and marketing campaigns.Make outbound calls and send targeted follow-up communications to educate prospects, uncover needs, and identify opportunities.Understand each prospect’s motivation, qualify their needs against Savant’s services, and schedule initial consultations with the appropriate Financial Advisor.Track lead activity, progress, and conversion outcomes accurately within Savant’s enterprise CRM.Partner closely with Advisory, Marketing, and Business Development teams to create a smooth transition from first contact to advisor handoff.Consistently execute high-quality sales activity, including warm and cold phone and email outreach.Research and help develop new inbound and outbound partnerships that bring qualified leads into the sales funnel.Build positive working relationships across the organization, with a particular focus on supporting our Advisory teams.A couple things to note about our Client Discovery Representative position:This is a full-time, client-facing role that requires consistent daily outreach and close collaboration with the Client Discovery Team.The position is performance- and activity-driven, with direct visibility into lead flow, conversion outcomes, and overall impact.Some evening and Saturday morning hours may be required to align with prospect availability and client needs.This is an on-site position based in our Middleton, Wisconsin office.The Client Discovery Representative position typically requires the following qualifications:Bachelor’s degree in business, finance, marketing, communication, or a related field.One to two years of experience in inside sales, business development, lead generation, or a similar client-facing role.Demonstrated ability to drive sales activity and revenue through an inside sales environment.Experience working within an enterprise-level CRM, along with strong Excel and database capabilities.Knowledge of inbound lead generation and familiarity with compliance and regulatory requirements in financial services.Actively pursuing the Series 65, with the ability to obtain it within six months of hire.Clear, confident written and verbal communication skills, with the ability to engage clients, prospects, and colleagues at all levels of the firm.Strong analytical, organizational, and follow-through skills, with the ability to manage multiple priorities in a fast-moving environment.A self-motivated, positive, and supportive approach, with the ability to work effectively both independently and as part of a team.What Sets Savant ApartCollaborative, integrated model across advisory, tax, and planning—no silosGrowth-oriented firm, offering meaningful opportunities for career development and long-term impactValues-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadershipMajority employee-owned, giving our team a shared stake in our long-term successOur Total RewardsAt Savant, we invest in our people—supporting both their well-being and long-term growth.We take a market-based approach to compensation. The expected base salary range for this role is $65,000 - $85,000. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role is also eligible for performance-based incentive compensation tied to individual results.Core Benefits (Effective Day One):Medical, dental, and vision coverage with multiple plan optionsHealth Savings Account (HSA) or Flexible Spending Account (FSA)Company-paid life insurance, AD&D, and disability coverageFinancial & Long-Term Rewards:401(k) with company match (Roth and Traditional options)Team-based incentive opportunities and recognition programsPerformance-based incentive opportunity tied to individual resultsTime Away & Flexibility:Generous paid time off, plus at least 10 paid holidaysAnnual “Savantiversary” daySummer Hours (shorter work weeks during the summer)Parental leave, personal leave, and other life-event supportProfessional development time and support for continued learningWell-Being & Everyday Perks:Employee Assistance Program (EAP)Wellness reimbursements (e.g., gym memberships)Flexible “Dress for Your Day” approachWe’re happy to share more details about our benefits and total rewards during the hiring process.Take your career to new heights, apply today!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