Wealth Growth Specialist — Prospecting & Meetings

Willis Johnson Wealth; Georgia; On-site; USD 70,000 - 140,000; Full time

Benefits offered by this job

Fully paid health/dental/vision

401(k) plan with employer match

PTO and holidays

HSA contributions

Life and long-term disability

Job summary

Willis Johnson Wealth is seeking a Client Development Specialist to identify, nurture and book prospects for our wealth management team. Reporting to the Director of Marketing, you will own the prospect relationship until they become clients and support new client acquisition with outbound calls and tailored emails.

The role emphasizes no product sales and a fee-only approach, with a strong emphasis on deep client relations, ongoing education, and a robust benefits package.

Qualifications

• Bachelor’s degree or equivalent required.
• Inside sales experience preferred.
• Strong phone presence with ability to dial dozens of calls daily.
• Excellent verbal and written communication skills.

Responsibilities

• Identify opportunities from prospects and existing customers.
• Nurture relationships and book meetings with wealth management team.
• Prequalify prospects and coordinate with advisors to answer questions.
• Maintain CRM lists and support campaigns and events.
• Ensure compliance in all communications.

Skills

Phone presence

Inside sales experience

Communication skills

Project management

Multitasking

Education

Bachelor’s degree or equivalent

Tools

CRM systems

LinkedIn

Marketing automation

Job description

Willis Johnson Wealth is seeking a Client Development Specialist to identify, nurture and book prospects for our wealth management team. Reporting to the Director of Marketing, you will own the prospect relationship until they become clients and support new client acquisition with outbound calls and tailored emails.

The role emphasizes no product sales and a fee-only approach, with a strong emphasis on deep client relations, ongoing education, and a robust benefits package.