Client Relations Representative

Description:FLSA Classification: Non-ExemptWho We AreAt Retirement Income Source | SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.Position SummaryThe Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. This role includes travel and event support between our Litchfield and Avon offices. Key ResponsibilitiesGreet and engage clients and prospects professionally in person, on the phone, and via email.Coordinate onboarding for new clients and prepare materials for Advisor meetings.Manage and optimize advisor calendars to ensure efficiency.Respond to inquiries or route to the appropriate team member.Maintain a professional and welcoming reception and meeting space.Ensure all client and prospect information is handled confidentially and in compliance with policies.Spend approximately 70% of the day on the phone building relationships with new and existing clients.Sales, Events & Appointment Setting:Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments.Plan and execute public-facing marketing event logistics: scout and book locations, track RSVPs, check-ins, room setup, and marketing collateral.Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations.Make sufficient outbound calls each week to secure a minimum of 6 first-time kept advisor appointments.Maintain consistent follow-up until leads are scheduled, declined, or disqualified.Reactivate dormant leads and no-shows with targeted outreach.Track and report on metrics: outreach activity, appointments set, show rates, and conversions.Log all activity and lead status updates in CRM on the same day.Requirements:Must-Have QualificationsIndustry Experience & Skills 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversionAbility to multitask and prioritize effectively in a fast-paced, client-centric environmentExceptional attention to detail, with strong organizational and time management abilitiesBackground and Education:Associate’s or Bachelor’s degree in Business, Finance, or a related field preferredProven sales experience with a consistent track record of meeting or exceeding goalsStrong communication skills and confidence in engaging prospects at events and over the phone.Technology Expertise:CRM experience and proficiency in Microsoft Office Suite.Physical & Work Environment RequirementsOffice-based role with travel to events as needed, occasional evening or Saturday coverage.Ability to work at a desk for extended periods and lift up to 10 pounds.BenefitsWe’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:100% employer-covered medical benefits and an HRA account Dental & vision plans Short and long-term disability insurance PTO 10 NYSE company holidays per year 401K with company match programFree onsite parkingCompany-provided laptop and required technologyThe duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.

Salary : $40,000 - $60,000