Business Development & Inside Sales
Willis Johnson & Associates, Houston, Texas, United States, 77246
Do you have a fascination with both finance and sales? Have you always been interested in savings strategies, mitigating taxes, and understanding the stock market? Do you have exceptional calling skills? Are you able to handle objections with a smile and convey value to prospective clients in a refined way? Are you looking for a role with unlimited upside and uncapped quarterly bonuses, benefits, and a growth‑oriented environment?
Reporting to the Director of Marketing, the Client Development Specialist identifies, nurtures, and books potential prospects to meet with our wealth management team, owning the prospect relationship until they become clients. This role directly supports the firm’s new client acquisition goals by identifying opportunities from prospective and existing customers, understanding their needs, discussing solutions, and ensuring a smooth sales process.
Why Willis Johnson & Associates? Willis Johnson & Associates is a fast‑growing, award‑winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, investments, and insurance—always putting our clients first.
No product sales. No commissions. Straight fee‑only financial planning and asset management.
We invest in our team, providing a competitive benefits package that includes fully paid medical, dental, vision, disability/life insurance, 401(k), and PTO. We support personal and professional growth, encouraging continued education and participation in conferences. We’re tech‑forward and trust our team to get their jobs done without micromanaging.
Essential Responsibilities
Over 50% of the day‑to‑day job activity is warm calling and emailing
Expectation of 250+ calls and 50+ customized emails per week
Make outbound phone calls to prospects to:
Schedule an initial meeting
Get feedback on meetings and schedule follow‑ups
Register prospects for firm events
Add contact info to firm touchpoints (Outbound Marketing Communications)
Build a respectful, long‑term rapport with prospects and clients to nurture referrals through what can be a long sales cycle
Make outbound calls before and after an initial meeting; coordinate with Wealth Management Advisors to answer prospect technical questions while on the call
Actively prequalify prospects before scheduling meetings to ensure qualification standards are met and advisors have necessary data in advance
Maintain, refine, and build upon prospect and outbound marketing communication lists
Coordinate with the Director of Marketing to support campaigns, promote event attendance, and own the sales cycle with all prospects generated through marketing and referrals
Stay within all industry compliance rules and regulations for all communications
Research client connections to identify optimal prospective client targets through LinkedIn
Identify potential referrals for clients to advisors in advance of semi‑annual meetings
Handle objections effectively by providing alternate solutions and recommending relevant content to convey the firm’s value proposition
Prepare advisors on prospects before meetings, debrief afterwards, and document relevant data in CRM
Produce regular weekly activity reports and monthly metrics reports
Attend weekly Cases‑In‑Motion and bi‑monthly Marketing meetings
Required Qualifications
Bachelor’s degree or equivalent
1 to 2 years of experience (investments or financial advisory industry preferred)
Proven inside sales experience
Track record of over‑achieving quota
Strong phone presence and experience dialing dozens of calls per day
Detail‑oriented with strong project management and prioritization skills; able to manage multiple stakeholders and projects simultaneously while maintaining quality work
Excellent verbal and written communication skills
Preferred Qualifications
LinkedIn prospecting and networking experience is a plus
2 to 3 years of experience in the investment or financial advisory industry is advantageous
Interest in obtaining Series 65, CFP®, CPA or CFA® – we sponsor and incentivize these certifications and support conference attendance
CRM and marketing automation platform experience preferred
What We Offer
Collaborative, positive teammates
Advancement opportunities
Autonomy in your role
Professional development options
Rewarding work that matters
Compensation & Benefits
On‑Target Earnings (Base + Performance Bonus): $90,000–$140,000/year
Base Salary: $70,000
Performance bonus with targets of 75–125% of annual salary
401(k) plan with opportunities to earn up to 7% the first year and 10% with tenure
Opportunities for the best and brightest to buy in and become owners over time
11 paid holidays and 15 PTO days
Employer‑paid Health/Dental/Vision insurance for individuals and families
Employer HSA contributions
Employer‑paid Life and Long‑Term Disability
#J-18808-Ljbffr
Reporting to the Director of Marketing, the Client Development Specialist identifies, nurtures, and books potential prospects to meet with our wealth management team, owning the prospect relationship until they become clients. This role directly supports the firm’s new client acquisition goals by identifying opportunities from prospective and existing customers, understanding their needs, discussing solutions, and ensuring a smooth sales process.
Why Willis Johnson & Associates? Willis Johnson & Associates is a fast‑growing, award‑winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, investments, and insurance—always putting our clients first.
No product sales. No commissions. Straight fee‑only financial planning and asset management.
We invest in our team, providing a competitive benefits package that includes fully paid medical, dental, vision, disability/life insurance, 401(k), and PTO. We support personal and professional growth, encouraging continued education and participation in conferences. We’re tech‑forward and trust our team to get their jobs done without micromanaging.
Essential Responsibilities
Over 50% of the day‑to‑day job activity is warm calling and emailing
Expectation of 250+ calls and 50+ customized emails per week
Make outbound phone calls to prospects to:
Schedule an initial meeting
Get feedback on meetings and schedule follow‑ups
Register prospects for firm events
Add contact info to firm touchpoints (Outbound Marketing Communications)
Build a respectful, long‑term rapport with prospects and clients to nurture referrals through what can be a long sales cycle
Make outbound calls before and after an initial meeting; coordinate with Wealth Management Advisors to answer prospect technical questions while on the call
Actively prequalify prospects before scheduling meetings to ensure qualification standards are met and advisors have necessary data in advance
Maintain, refine, and build upon prospect and outbound marketing communication lists
Coordinate with the Director of Marketing to support campaigns, promote event attendance, and own the sales cycle with all prospects generated through marketing and referrals
Stay within all industry compliance rules and regulations for all communications
Research client connections to identify optimal prospective client targets through LinkedIn
Identify potential referrals for clients to advisors in advance of semi‑annual meetings
Handle objections effectively by providing alternate solutions and recommending relevant content to convey the firm’s value proposition
Prepare advisors on prospects before meetings, debrief afterwards, and document relevant data in CRM
Produce regular weekly activity reports and monthly metrics reports
Attend weekly Cases‑In‑Motion and bi‑monthly Marketing meetings
Required Qualifications
Bachelor’s degree or equivalent
1 to 2 years of experience (investments or financial advisory industry preferred)
Proven inside sales experience
Track record of over‑achieving quota
Strong phone presence and experience dialing dozens of calls per day
Detail‑oriented with strong project management and prioritization skills; able to manage multiple stakeholders and projects simultaneously while maintaining quality work
Excellent verbal and written communication skills
Preferred Qualifications
LinkedIn prospecting and networking experience is a plus
2 to 3 years of experience in the investment or financial advisory industry is advantageous
Interest in obtaining Series 65, CFP®, CPA or CFA® – we sponsor and incentivize these certifications and support conference attendance
CRM and marketing automation platform experience preferred
What We Offer
Collaborative, positive teammates
Advancement opportunities
Autonomy in your role
Professional development options
Rewarding work that matters
Compensation & Benefits
On‑Target Earnings (Base + Performance Bonus): $90,000–$140,000/year
Base Salary: $70,000
Performance bonus with targets of 75–125% of annual salary
401(k) plan with opportunities to earn up to 7% the first year and 10% with tenure
Opportunities for the best and brightest to buy in and become owners over time
11 paid holidays and 15 PTO days
Employer‑paid Health/Dental/Vision insurance for individuals and families
Employer HSA contributions
Employer‑paid Life and Long‑Term Disability
#J-18808-Ljbffr