Savant Wealth Management
Inside Sales - Business Development - Middleton, WI
Savant Wealth Management, West Middleton, Wisconsin, United States
Inside Sales - Business Development - Middleton, WI
Join to apply for the Inside Sales - Business Development - Middleton, WI role at Savant Wealth Management.
Discover Your Future at Savant Wealth Management
At Savant, we believe everyone deserves clarity, confidence, and peace of mind when it comes to their financial future. For nearly 40 years, we’ve helped individuals, families, and businesses pursue their ideal futures through trusted, fiduciary advice — and that all begins with the first conversation.
That’s where you come in.
What You’ll Do
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.
A Couple Things To Note About This Role
Located in Middleton, WI, this role will collaborate closely with the Client Discovery Team.
This is a full-time role. This role may require some evening and Saturday morning working hours.
In addition to a competitive base salary and the benefits package outlined below, this role also offers a lucrative incentive plan.
The Client Discovery Representative position typically requires the following qualifications
Bachelor’s degree from an accredited college or university in 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.
Experience with inbound lead generation.
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.
Strong analytical skills.
Effective communication skills.
Manages multiple priorities and can multi-task.
Self-motivated, can work well independently and as part of a team.
Works well with all levels of the firm, clients and prospects.
Maintains a positive and supportive attitude in the workplace.
Why Join Us? For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere — “to be wise”— reflects our commitment to evidence‑based investing and the power of decision‑making based on deep knowledge. We are a fee‑only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision:
Transform personal and financial dreams into goals and goals into reality.
Our Mission:
To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values:
Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership.
The Perks At Savant, we are committed to supporting our employees as well as investing in their well‑being and growth. We take a market‑based approach to compensation. The expected base salary range for this role nationally is
$61,300 – $89,000 . Additionally, this role may be eligible for other forms of compensation and benefits.
We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
Benefit Eligibility on Day One: Immediate access to a robust benefits package from day one.
Choice of Medical Plans: Two tailored medical plan options.
Health & Wellness Accounts: HSA or FSA to manage healthcare expenses.
Flexible Dental Coverage: Two dental plan options.
Vision Insurance: Optimal vision insurance.
Company-Paid Life & AD&D Insurance: Basic life insurance and accidental death & dismemberment fully covered.
Company-Paid Disability Coverage: Both short-term and long-term disability plans.
401(k) with Company Match: Investment options with per-pay-period company match.
Generous Paid Time Off: PTO that increases with service years, at least 11 paid holidays, a paid day each year for Savantiversary, and shorter work weeks with Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, bereavement pay.
Dress Code: “Dress for Your Day” approach with flexibility.
Employee Recognition: Monetary awards through our recognition program.
Team Incentive Plans: Additional earning opportunities.
Employee Assistance Program: Support via our Employee Assistance Program.
Exclusive Discounts: Various discount programs.
Wellness Reimbursements: Gym memberships and other wellness programs.
Additional Perks: Reimbursement for warehouse club memberships and allowance for Savant Swag.
Ready to Discover Your Next Great Opportunity? If you’re energized by meaningful conversations, enjoy connecting with people, and want to help others take their first step toward financial peace of mind, we’d love to hear from you.
Apply today — and help us continue making a difference, one client at a time.
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.
#J-18808-Ljbffr
Discover Your Future at Savant Wealth Management
At Savant, we believe everyone deserves clarity, confidence, and peace of mind when it comes to their financial future. For nearly 40 years, we’ve helped individuals, families, and businesses pursue their ideal futures through trusted, fiduciary advice — and that all begins with the first conversation.
That’s where you come in.
What You’ll Do
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.
A Couple Things To Note About This Role
Located in Middleton, WI, this role will collaborate closely with the Client Discovery Team.
This is a full-time role. This role may require some evening and Saturday morning working hours.
In addition to a competitive base salary and the benefits package outlined below, this role also offers a lucrative incentive plan.
The Client Discovery Representative position typically requires the following qualifications
Bachelor’s degree from an accredited college or university in 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.
Experience with inbound lead generation.
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.
Strong analytical skills.
Effective communication skills.
Manages multiple priorities and can multi-task.
Self-motivated, can work well independently and as part of a team.
Works well with all levels of the firm, clients and prospects.
Maintains a positive and supportive attitude in the workplace.
Why Join Us? For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere — “to be wise”— reflects our commitment to evidence‑based investing and the power of decision‑making based on deep knowledge. We are a fee‑only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps clients pursue their ideal future with purpose and discipline.
Our Vision:
Transform personal and financial dreams into goals and goals into reality.
Our Mission:
To build one million ideal futures for our clients, our team, and the communities we serve.
Our Values:
Excellence, Integrity, Lifelong Learning, Respect, Growth, Servant Leadership.
The Perks At Savant, we are committed to supporting our employees as well as investing in their well‑being and growth. We take a market‑based approach to compensation. The expected base salary range for this role nationally is
$61,300 – $89,000 . Additionally, this role may be eligible for other forms of compensation and benefits.
We also offer a benefits package designed to enhance both your personal and professional life. Below is an overview of our total rewards offering. The benefits available for this role can be discussed in detail during the hiring process.
Benefit Eligibility on Day One: Immediate access to a robust benefits package from day one.
Choice of Medical Plans: Two tailored medical plan options.
Health & Wellness Accounts: HSA or FSA to manage healthcare expenses.
Flexible Dental Coverage: Two dental plan options.
Vision Insurance: Optimal vision insurance.
Company-Paid Life & AD&D Insurance: Basic life insurance and accidental death & dismemberment fully covered.
Company-Paid Disability Coverage: Both short-term and long-term disability plans.
401(k) with Company Match: Investment options with per-pay-period company match.
Generous Paid Time Off: PTO that increases with service years, at least 11 paid holidays, a paid day each year for Savantiversary, and shorter work weeks with Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, bereavement pay.
Dress Code: “Dress for Your Day” approach with flexibility.
Employee Recognition: Monetary awards through our recognition program.
Team Incentive Plans: Additional earning opportunities.
Employee Assistance Program: Support via our Employee Assistance Program.
Exclusive Discounts: Various discount programs.
Wellness Reimbursements: Gym memberships and other wellness programs.
Additional Perks: Reimbursement for warehouse club memberships and allowance for Savant Swag.
Ready to Discover Your Next Great Opportunity? If you’re energized by meaningful conversations, enjoy connecting with people, and want to help others take their first step toward financial peace of mind, we’d love to hear from you.
Apply today — and help us continue making a difference, one client at a time.
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.
#J-18808-Ljbffr