Client Discovery Representative

Savant is seeking a Client Discovery Representative to engage, qualify, and nurture prospective clients through the sales funnel in a fast-paced, metrics-driven environment. The role involves managing inbound and outbound leads, scheduling consultations with Financial Advisors, and collaborating with internal teams to ensure a smooth transition to advisory services. This on-site position in Middleton, WI offers opportunities for career growth within the wealth management industry.