Inside Sales Representative - Client Discovery

About This Role

As an Inside Sales Representative, you will be the initial point of contact for prospective clients, guiding them through their discovery experience, qualifying leads, and connecting them with appropriate financial advisors.

Responsibilities

• Serve as 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 appropriate advisors
• Conduct outbound follow-up and outreach to re-engage prospective clients or nurture leads from marketing campaigns
• Collaborate closely with Advisory and Marketing teams to ensure a seamless, positive client experience
• Track, manage, and report on lead activity, conversion metrics, and engagement in CRM
• Continuously explore new ways to enhance outreach effectiveness and build meaningful connections

Requirements

• Bachelor’s degree in business, finance, marketing, or communication
• 1-2 years of experience in a similar inside sales 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
• Knowledge and 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
• Strong analytical skills
• Competent communication skills

Qualifications

• Bachelor’s degree from an accredited college or university in the area of business, finance, marketing, or communication
• Minimum of 1-2 years of experience in a similar inside sales role

Skills

* Required skills

Benefits