Sales Manager

Willis Johnson Wealth; Houston (TX); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Uncapped bonuses

Collaborative teammates

Advancement opportunities

Autonomy in your role

Professional development options

Rewarding work that matters

Job summary

Willis Johnson Wealth seeks a high-impact Sales Manager (Player-Coach) to lead our Client Development team and own the prospect meeting engine. You will drive outbound and inbound activity, push for weekly meeting targets, and improve conversion from lead to meeting with hands-on execution and coaching.

You will report to leadership, balance the 30/70 mix between leadership and production, and leverage HubSpot, RingCentral, and LinkedIn to optimize performance and pipeline metrics.

Qualifications

• Experience managing inside sales or SDR/BDR teams.
• Proven track record delivering against performance targets.
• Analytical mindset for diagnosing performance issues quickly.
• Decisive and proactive in addressing challenges.
• Process-oriented with the ability to build and refine systems.

Responsibilities

• Lead and coach a team of 3 Client Development Specialists.
• Set clear expectations and hold the team to performance standards.
• Monitor daily activity, conversion rates, and pipeline health.
• Identify performance gaps and implement quick solutions.
• Own hiring, onboarding, and performance management.
• Balance time between team leadership (~30%) and individual production (~70%).
• Own weekly meetings, activity volume, conversion rates, and pipeline targets.
• Actively prospect through calls, LinkedIn, and multi-channel outreach.
• Lead by example in messaging and conversion performance.
• Build and maintain reporting to drive decisions.
• Diagnose performance gaps and implement improvements.
• Optimize sales tools, campaigns, and workflows with Marketing.

Skills

Inside sales management

SDR/BDR leadership

Analytical mindset

Performance targets

Process improvement

Team leadership

Tools

HubSpot

RingCentral

LinkedIn

Job description

We areseekinga high-impact, data-drivenSales Manager (Player-Coach)to lead our Client Development team and own the performance of our prospect meeting engine.This roleis responsible fordriving consistent, predictableprospectmeeting volume, improving conversion rates, and building a high-performing outbound and inbound sales engine.

This role isultimately accountablefor ensuring we consistently hit our weekly prospect meeting targets through a combination of team performance, conversion optimization, and hands-on execution.

Why Willis Johnson Wealth?

Willis Johnson Wealth is afast-growing, award-winning, wealth management firm specializing in corporate executives and professionals. We help our clientsoptimizeeverything in their personal financiallivesfrom compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team that provides tax preparation for our clients that need it. And with everything we recommend, we put our clients first—all the time, every time. No product sales. Nocommissions. Straight fee-only financial planning and asset management.

The same way we take care of our clients, we invest in our team. Aside from providinga very competitivebenefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage andincentivizecontinued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.

What Success Looks Like

• Teamconsistently meets or exceeds weekly qualified prospect meeting targets

• Improved conversion rates from lead to meeting

• Clear visibility into activity, performance, and pipeline metrics

• Proactive identification and resolution of performance gaps

A culture of ownership, urgency, and results

Key Responsibilities

• Lead and coach a team of 3 Client Development Specialists

• Set clear expectations and hold the team accountable to performance standards

• Monitor daily activity, conversion rates, and pipeline health

• Identifyperformance gaps and implement solutions quickly

• Own hiring, onboarding, and performance management

• Foster a culture of accountability and continuous improvement
  Player-Coach Execution

• Carry an individual quota (meetings + pipeline/AUM contribution)

• Actively prospect through calls, LinkedIn, and multi-channel outreach

• Lead by example in activity level, messaging, and conversion performance

• Balance time between team leadership (~30%) and individual production (~70%), flexing as needed
  KPI Ownership

• Own:

• Weekly meetings set (primary KPI)

• Activity volume (calls, LinkedIn, outreach)

• Conversion rates (lead → meeting)

• Pipeline/AUM targets

• Build andmaintainreporting to track performance and drive decisions

• This role is fully accountable for diagnosing performance gaps and implementing solutions to ensure targets are met.
  Sales Strategy & Optimization

• Continuously improve outreach strategies, messaging, and sequences

• Analyze performance data to recommend changes

• Evaluate andoptimizetools (HubSpot, RingCentral, LinkedIn, etc.)

• Partner with Marketing to influence campaign strategy, targeting, and messaging based on sales insights and performance data

• Make recommendations and drive decisions on tools, workflows, and sales processes to improve team performance

Qualifications

• Proven experience managing inside sales or SDR/BDR teams

• Strong individual sales performance and ability to lead from the front

• Analytical mindset with the ability to diagnose performance issues quickly

• Decisive and proactive in addressing challenges

• Process-oriented, with the ability to build and refine systems

• Proventrack recordof delivering against performance targets in a metrics-driven environment

What We Offer

• Collaborative,positiveteammates

• Advancementopportunities

• Autonomy inyourrole

• Professionaldevelopmentoptions

• Rewardingworkthatmatters

Uncapped bonuses

Compensation & Benefits

• Base salary range: $120,000-$140,000/year,plus quarterly performance-based bonuses tied to:

• Team meeting targets

• Conversion rates / pipeline performance

• Individual quota attainment

• On-target earnings (OTE):$180,000+

• 401(k) plan with opportunity to earn up to 7%thefirst year and 10% with tenure.

• Bestand brightest leaders will have opportunities to buy into and become owners in the firm over time.

• 11 paid holidays and 15 PTO days to use at your discretion.

• Employer paid Health/Dental/Vision insurance premiums for individuals and families.

• Employer HSA contributions

• Employer paid Life and Long-Term Disability