Client Development Specialist

Company: Madison Professional Group LLC
Location: Houston
Posted on: June 4, 2025

Job Description:

Do you thrive at the intersection of finance and sales?

Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
Are you passionate about investment strategy, tax planning, and helping others achieve financial confidence?
Can you handle objections with poise, communicate value clearly, and love the idea of unlimited earning potential?

If so, this role could be the next step in your career.

About the Opportunity

Reporting to the Director of Marketing, the Client Development Specialist plays a critical role in driving new client acquisition for the firm. You'll be responsible for identifying, nurturing, and converting qualified prospects into meetings with our Wealth Management team-managing the relationship through to conversion.

This position is ideal for a polished communicator who enjoys prospecting, relationship-building, and contributing to firm growth. Over 50% of your day will be focused on outbound activity-calls, emails, and follow-ups-designed to engage prospective clients with professionalism, empathy, and insight.

What You'll Do

Make 250+ outbound calls and 50+ customized emails per week


Schedule and confirm meetings between qualified prospects and advisors


Warmly handle objections and communicate the firm's unique value proposition


Research leads and tailor messaging via platforms like LinkedIn


Prequalify leads and ensure data accuracy for advisors prior to meetings


Follow up post-meeting and help move prospects through a long-term sales cycle


Track activities and results in CRM, producing weekly and monthly reports


Collaborate closely with the Director of Marketing to support campaigns and event promotion


Stay informed of compliance regulations and industry best practices



What We're Looking For

Required:

Bachelor's degree or equivalent experience


1-2 years of inside sales experience, preferably in financial services


Proven ability to exceed sales targets


Confident phone presence and ability to conduct high call volumes


Strong written and verbal communication skills


Detail-oriented and capable of managing multiple projects simultaneously



Preferred:

Experience in wealth management, investment, or financial advisory firms


Familiarity with CRMs and marketing automation platforms


LinkedIn prospecting experience


Interest in pursuing Series 65, CFP -, CPA, or CFA - credentials
(Sponsorship and incentives are available for continuing education)



Why Join Us

We take care of our team the way we care for our clients-with intention and support. In addition to competitive compensation, we offer:

Total Earnings Potential: $90,000-$140,000+
(Base Salary: $55,000-$75,000 + Performance Bonus)


Quarterly performance-based bonuses-75-125% of base salary


401(k) with employer contributions up to 10%


Fully paid health, dental, and vision insurance for employees and families


10 paid holidays + 15 days PTO


Paid Life and Long-Term Disability Insurance


Employer HSA contributions


Professional development support and certification sponsorship


Work-from-home flexibility with no micromanagement


Path to equity ownership for top performers



This is a high-impact role with autonomy, advancement opportunity, and meaningful client interaction. If you're motivated by purpose, results, and relationship-building-we want to hear from you.

Keywords: Madison Professional Group LLC, Conroe , Client Development Specialist, Accounting, Auditing , Houston, Texas