Client Discovery Representative

Not every growth role looks the same—and this one puts you at the center of how new client relationships begin. Savant is hiring a Client Discovery Representative to engage, qualify, and nurture prospective clients as they move through our sales funnel. If you enjoy meaningful conversations, thrive in a fast-paced, metrics-driven environment, and want to build a career in wealth management, this role offers the opportunity to make an immediate impact while learning the business from the inside  this role, you can expect to focus in the following areas:

Engage, monitor, and manage inbound leads from phone calls, emails, website forms, and marketing campaigns.

Make outbound calls and send targeted follow-up communications to educate prospects, uncover needs, and identify opportunities.

Understand each prospect’s motivation, qualify their needs against Savant’s services, and schedule initial consultations with the appropriate Financial Advisor.

Track lead activity, progress, and conversion outcomes accurately within Savant’s enterprise CRM.Partner closely with Advisory, Marketing, and Business Development teams to create a smooth transition from first contact to advisor handoff.

Consistently execute high-quality sales activity, including warm and cold phone and email outreach.

Research and help develop new inbound and outbound partnerships that bring qualified leads into the sales funnel.

Build positive working relationships across the organization, with a particular focus on supporting our Advisory teams.

A couple things to note about our Client Discovery Representative position:

This is a full-time, client-facing role that requires consistent daily outreach and close collaboration with the Client Discovery Team.

The position is performance- and activity-driven, with direct visibility into lead flow, conversion outcomes, and overall impact.

Some evening and Saturday morning hours may be required to align with prospect availability and client needs.

This is an on-site position based in our Middleton, Wisconsin office.

The Client Discovery Representative position typically requires the following qualifications:

Bachelor’s degree in business, finance, marketing, communication, or a related field.

One to two years of experience in inside sales, business development, lead generation, or a similar client-facing role.

Demonstrated ability to drive sales activity and revenue through an inside sales environment.

Experience working within an enterprise-level CRM, along with strong Excel and database capabilities.

Knowledge of inbound lead generation and familiarity with compliance and regulatory requirements in financial services.

Actively pursuing the Series 65, with the ability to obtain it within six months of hire.

Clear, confident written and verbal communication skills, with the ability to engage clients, prospects, and colleagues at all levels of the firm.

Strong analytical, organizational, and follow-through skills, with the ability to manage multiple priorities in a fast-moving environment.

A self-motivated, positive, and supportive approach, with the ability to work effectively both independently and as part of a team.

What Sets Savant Apart Collaborative, integrated model across advisory, tax, and planning—no silos

Growth-oriented firm, offering meaningful opportunities for career development and long-term impact

Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership

Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is…