Sales Manager

We areseekinga high-impact data-drivenSales Manager (Player-Coach)to lead our Client Development team and own the performance of our prospect meeting roleis responsible fordriving consistent predictableprospectmeeting volume improving conversion rates and building a high-performing outbound and inbound sales engine.

This role isultimately accountablefor ensuring we consistently hit our weekly prospect meeting targets through a combination of team performance conversion optimization and hands-on execution.

Why Willis Johnson & Associates

Willis Johnson & Associates is afast-growing award-winning wealth management firm specializing in corporate executives and professionals. We help our clientsoptimizeeverything in their personal financiallivesfrom compensation and benefit strategy to tax mitigation from retirement planning to investments. We also have an in-house CPA team that provides tax preparation for our clients that need it. And with everything we recommend we put our clients firstall the time every time. No product sales. Nocommissions. Straight fee-only financial planning and asset management.

The same way we take care of our clients we invest in our team. Aside from providinga very competitivebenefits package including medical dental vision disability/life insurance 401(k) and PTO we pride ourselves in supporting personal and professional growth. We encourage andincentivizecontinued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.

What Success Looks Like

• Teamconsistently meets or exceeds weekly qualified prospect meeting targets

• Improved conversion rates from lead to meeting

• Clear visibility into activity performance and pipeline metrics

• Proactive identification and resolution of performance gaps

• A culture of ownership urgency and results

Key Responsibilities

Team Leadership & Performance Management

• Lead and coach a team of 3 Client Development Specialists

• Set clear expectations and hold the team accountable to performance standards

• Monitor daily activity conversion rates and pipeline health

• Identifyperformance gaps and implement solutions quickly

• Own hiring onboarding and performance management

• Foster a culture of accountability and continuous improvement

Player-Coach Execution

• Carry an individual quota (meetings pipeline/AUM contribution)

• Actively prospect through calls LinkedIn and multi-channel outreach

• Lead by example in activity level messaging and conversion performance

• Balance time between team leadership (30%) and individual production (70%) flexing as needed

KPI Ownership

• Own:

• Weekly meetings set (primary KPI)

• Activity volume (calls LinkedIn outreach)

• Conversion rates (lead meeting)

• Pipeline/AUM targets

• Build andmaintainreporting to track performance and drive decisions

• This role is fully accountable for diagnosing performance gaps and implementing solutions to ensure targets are met.

Sales Strategy & Optimization

• Continuously improve outreach strategies messaging and sequences

• Analyze performance data to recommend changes

• Evaluate andoptimizetools (HubSpot RingCentral LinkedIn etc.)

• Partner with Marketing to influence campaign strategy targeting and messaging based on sales insights and performance data

• Make recommendations and drive decisions on tools workflows and sales processes to improve team performance

Qualifications

• Proven experience managing inside sales or SDR/BDR teams

• Strong individual sales performance and ability to lead from the front

• Analytical mindset with the ability to diagnose performance issues quickly

• Decisive and proactive in addressing challenges

• Process-oriented with the ability to build and refine systems

• Proventrack recordof delivering against performance targets in a metrics-driven environment

• Series 65 or willingness to take the Series 65examin the first 6 months of employment

What We Offer

• Collaborativepositiveteammates

• Advancementopportunities

• Autonomy inyourrole

• Professionaldevelopmentoptions

• Rewardingworkthatmatters

• Uncapped bonuses

Compensation & Benefits

• Base salary range: $120000-$140000/yearplus quarterly performance-based bonuses tied to:

• Team meeting targets

• Conversion rates / pipeline performance

• Individual quota attainment

• On-target earnings (OTE):$180000

• 401(k) plan with opportunity to earn up to 7%thefirst year and 10% with tenure.

• Bestand brightest leaders will have opportunities to buy into and become owners in the firm over time.

• 11 paid holidays and 15 PTO days to use at your discretion.

• Employer paid Health/Dental/Vision insurance premiums for individuals and families.

• Employer HSA contributions

• Employer paid Life and Long-Term Disability