Job Description Job Description We areseekinga high-impact, data-drivenSales Manager (Player-Coach)to lead our Client Development team and own the performance of our prospect meeting engine.This 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 first—all 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 LikeTeamconsistently meets or exceeds weekly qualified prospect meeting targetsImproved conversion rates from lead to meetingClear visibility into activity, performance, and pipeline metricsProactive identification and resolution of performance gapsA culture of ownership, urgency, and resultsKey ResponsibilitiesTeam Leadership & Performance ManagementLead and coach a team of 3 Client Development SpecialistsSet clear expectations and hold the team accountable to performance standardsMonitor daily activity, conversion rates, and pipeline healthIdentifyperformance gaps and implement solutions quicklyOwn hiring, onboarding, and performance managementFoster a culture of accountability and continuous improvementPlayer-Coach ExecutionCarry an individual quota (meetings + pipeline/AUM contribution)Actively prospect through calls, LinkedIn, and multi-channel outreachLead by example in activity level, messaging, and conversion performanceBalance time between team leadership (~30%) and individual production (~70%), flexing as neededKPI OwnershipOwn:Weekly meetings set (primary KPI)Activity volume (calls, LinkedIn, outreach)Conversion rates (lead meeting)Pipeline/AUM targetsBuild andmaintainreporting to track performance and drive decisionsThis role is fully accountable for diagnosing performance gaps and implementing solutions to ensure targets are met.Sales Strategy & OptimizationContinuously improve outreach strategies, messaging, and sequencesAnalyze performance data to recommend changesEvaluate andoptimizetools (HubSpot, RingCentral, LinkedIn, etc.)Partner with Marketing to influence campaign strategy, targeting, and messaging based on sales insights and performance dataMake recommendations and drive decisions on tools, workflows, and sales processes to improve team performanceQualificationsProven experience managing inside sales or SDR/BDR teamsStrong individual sales performance and ability to lead from the frontAnalytical mindset with the ability to diagnose performance issues quicklyDecisive and proactive in addressing challengesProcess-oriented, with the ability to build and refine systemsProventrack recordof delivering against performance targets in a metrics-driven environmentSeries 65 or willingness to take the Series 65examin the first 6 months of employmentWhat We OfferCollaborative,positiveteammatesAdvancementopportunitiesAutonomy inyourroleProfessionaldevelopmentoptionsRewardingworkthatmattersUncapped bonusesCompensation & BenefitsBase salary range: $120,000-$140,000/year,plus quarterly performance-based bonuses tied to:Team meeting targetsConversion rates / pipeline performanceIndividual quota attainmentOn-target earnings (OTE):$180,000+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 contributionsEmployer paid Life and Long-Term DisabilityPowered by JazzHRR46WIsZOrC