Head of Inside Sales/Telesales

We are seeking a high-impact, data-driven Sales Manager (Player-Coach) to lead our Client Development team and own the performance of our prospect meeting engine. This role is responsible for driving consistent, predictable prospect meeting volume, improving conversion rates, and building a high-performing outbound and inbound sales engine.
This role is ultimately accountable for ensuring we consistently hit our weekly prospect meeting targets through a combination of team performance, conversion optimization, and hands-on execution.
Willis Johnson Wealth is a fast-growing, award-winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from 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. No product sales. Straight fee-only financial planning and asset management.
Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News.
Team consistently meets or exceeds weekly qualified prospect meeting targets

• Clear visibility into activity, performance, and pipeline metrics
• Proactive identification and resolution of performance gaps
• Team Leadership & Performance Management
• Set clear expectations and hold the team accountable to performance standards
• Monitor daily activity, conversion rates, and pipeline health
• Identify performance gaps and implement solutions quickly
• Own hiring, onboarding, and performance management
• 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

• Pipeline/AUM targets
• Build and maintain reporting to track performance and drive decisions
• This role is fully accountable for diagnosing performance gaps and implementing solutions to ensure targets are met.

• Continuously improve outreach strategies, messaging, and sequences
• Analyze performance data to recommend changes
• Evaluate and optimize tools (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

• Strong individual sales performance and ability to lead from the front
• Analytical mindset with the ability to diagnose performance issues quickly
• Proven track record of delivering against performance targets in a metrics-driven environment
• Uncapped bonuses

• Conversion rates / pipeline performance
• On-target earnings (OTE): $180,000+
• 11 paid holidays and 15 PTO days to use at your discretion.
• Employer covers 80% of Health, Dental, and Vision insurance premiums for individuals and families.
• Employer paid Life and Long-Term Disability