What are the responsibilities and job description for the Client Relations & First Impressions Specialist position at SimplePath Retirement, LLC?
Palm Harbor, FL | Full-Time | In-Office
Are you the kind of person who lights up when meeting someone new? The kind of professional who thrives on connection, remembers names and details, and feels energized guiding conversations toward meaningful next steps? Do you take pride not just in being welcoming — but in helping people take action?
At SimplePath Retirement, every relationship begins with a first impression. Every phone call, event greeting, and follow-up conversation is an opportunity to build trust, create momentum, and make someone feel genuinely valued. We are a boutique retirement planning firm known for high standards and white-glove service, and we’re looking for a Client Relations & First Impressions Specialist who wants to own that responsibility — someone who understands that responsiveness, warmth, and confident follow-through directly impact growth and long-term relationships.
In this role, you’ll be the first voice and face of our firm. You’ll respond quickly to inbound inquiries, confidently follow up with prospects, schedule consultations, host events, and create a polished, welcoming in-office experience. You’ll play a visible role in driving consultation flow, maintaining relationship momentum, and ensuring no opportunity slips through the cracks.
This role is a great fit for someone who is:
- Naturally outgoing, warm, and energized by people
- Confident guiding conversations and helping prospects take the next step
- Fast to respond — because you know speed builds trust
- Proactive with follow-through and ownership
- Organized enough to balance energy with strong systems and discipline
- Comfortable making outbound calls and building rapport
- Drawn to a professional, high-touch environment with high expectations
- Excited to help turn warm interest into lasting relationships
What we offer:
- Competitive salary and amazing benefits
- Performance-based bonuses and incentives
- A beautiful, professional office environment
- A highly visible role with growth potential as the firm expands
This role is ideal for someone who enjoys connecting with new people, takes pride in maintaining an exceptional environment, and feels energized helping prospects take the next step.