Savant Wealth Management · 4 hours ago
Inside Sales - Business Development - Middleton, WI
Middleton, WI
Full-time
Onsite
Entry Level
$61K/yr - $89K/yr
1+ years expSavant Wealth Management is a fiduciary wealth management firm dedicated to helping clients achieve their financial goals. The Inside Sales Representative will be the first point of contact for prospective clients, guiding them through the discovery process and connecting them with the appropriate advisors.
ConsultingFinancial ServicesWealth Management
No H1B
Hiring Manager
Breanna S.
Responsibilities
Be the friendly, knowledgeable first point of contact for individuals reaching out to Savant
Manage and respond to inbound leads via phone, email, and website inquiries with professionalism and care
Qualify leads by understanding their needs, goals, and fit for Savant’s services
Schedule and coordinate introductory consultations with the right advisors
Conduct outbound follow-up and outreach to re-engage prospective clients or nurture leads from marketing campaigns
Collaborate closely with our Advisory and Marketing teams to ensure a seamless, positive client experience
Track, manage, and report on lead activity, conversion metrics, and engagement in our CRM
Continuously explore new ways to enhance outreach effectiveness and build meaningful connections
Qualification
Required
Bachelor's degree from an accredited college or university in the area of business, finance, marketing, or communication
Possesses a minimum of 1- 2 years of experience in a similar role
Ability to drive sales revenue through an inside sales role
Ability to effectively work within a sales capacity in an enterprise level CRM solution
Proven Excel and database skills and capabilities
Possesses knowledge and experience with inbound lead generation
Possesses knowledge of compliance and regulatory requirements for financial services environments
Actively pursuing a Series 65, to be obtained within 6 months of hire
Demonstrates proficiency with writing and communicating effectively
Demonstrates strong analytical skills
Demonstrates competent communication skills
Manages multiple priorities and can multi-task
Possesses the ability to be self-motivated, to work well independently and as part of a team
Demonstrates the ability to work well with all levels of the firm, as well as with clients and prospects
Maintains a positive and supportive attitude in the workplace
Benefits
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
Company data provided by crunchbase