Inside Sales Representative - Client Discovery - Middleton, WI

Discover Your Future at Savant Wealth Management. As an Inside Sales Representative, 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.

Requirements

• 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

• Choice of Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Dress Code
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks