Jobs and Careers

Inside Sales - Business Development - Middleton, WI

Savant Wealth Management

United Statesfull_timeVerifiedPosted 22 Oct 2025

💰 $89,000/yr($61,300/yr – $89,000/yr)

About the role

Job Details

Job Location Middleton WI - Middleton, WIPosition Type Full TimeSalary Range $65000.00 - $89000.00 Job Shift Day

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. As an Inside Sales Representative - Business Developer (known as a Client Discovery Representative at Savant), you’ll be the first voice many of our future clients hear. You’ll guide interested prospects through their initial discovery experience — listening, engaging, and helping them connect with the right Savant advisor who can make their goals a reality. You’ll be part relationship-builder, part problem-solver, and part strategist, helping people take that all-important first step toward a better financial life. 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 our 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 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.

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