Client Relations Representative

Job Description

Description:

POSITION: Client Relations Representative

Location: Litchfield, CT

Travel Requirement: Danbury and Avon, CT offices

FLSA Classification: Non-Exempt

At 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.

This is a sales development and client relationship role , not a passive administrative position as the Advisor’s territory grows into expanding markets.

The Client Relations Representative (CRR) is responsible for:

• Driving appointment generation from warm and event-based leads
• Executing and supporting 8–10 marketing events per quarter
• Initiating new client onboarding paperwork with precision
• Owning outreach metrics and performance goals

You will work directly alongside the Advisor to expand market presence across Litchfield, Avon, and Danbury. This role includes regular local travel between offices and event venues (mileage reimbursed). Success in this position directly impacts revenue growth.

Sales Development & Appointment Setting

• Execute outbound follow-up on workshop attendees, seminar leads, and internal marketing lists
• Secure a minimum of 6+ first-time kept advisor appointments per week
• Reactivate dormant leads and no-shows
• Maintain a persistent follow-up cadence until leads are booked, declined, or disqualified
• Track and report KPIs including: Outreach volume, Appointments set, Show rate, Conversion rate
• Log all activity in CRM (Redtail) same day
• Maintain a high-energy phone presence with strong closing capability
• Approximately 70% of this role is phone-based sales activity.

Marketing & Event Execution (8–10 Per Quarter)

In partnership with the Advisor and Marketing team:

• Scout and recommend venues
• Coordinate contracts and approvals
• Manage RSVPs and confirmations
• Oversee check-in and event-day logistics
• Conduct same-day or next-day follow-up to maximize appointment conversion
• Collaborate on additional initiatives (e.g., lunch & learns)

This role requires comfort engaging prospects face-to-face at public events.

Client Service & Onboarding Support

• Initiate new client onboarding paperwork
• Accurately prepare applications,