Client Growth & Relationship 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

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.