Destava

Client Development Specialist (Inside Sales)

Drake & Associates is hiring for Client Development Specialist (Inside Sales) in Waukesha, Wisconsin. Junior level. First seen August 6, 2026; open as of November 9, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Drake & Associates
Where
Waukesha, Wisconsin
Level
Junior
First seen
August 6, 2026
Listed via
BambooHR

What the posting says

Working closely with our Financial Advisors, you'll proactively connect with clients following strategy meetings to reinforce the value of their financial plan, ensure an exceptional experience, and confidently ask for referrals when appropriate. This is a relationship-driven, inside sales position focused on deepening existing client relationships—not cold prospecting. Success in this role requires confidence making outbound calls, building rapport, and identifying opportunities to grow the firm's network through satisfied clients. The ideal candidate is personable, goal-oriented, and…

Read more and apply on Drake & Associates' site