Client Relations & First Impressions Specialist - Palm Harbor, FL
About The Position
SimplePath Retirement is a family-owned retirement planning, insurance, and wealth management firm. We’re a boutique firm with high standards, disciplined systems, and a reputation for delivering exceptional client experiences. We help good people live extraordinary lives in retirement, with purpose and dignity — and every relationship begins with a powerful first impression. We are seeking a confident, relationship-driven Client Relations & First Impressions Specialist to own first impressions, accelerate prospect momentum, and drive consultation flow. This is not a passive front desk role. This is a high-energy, high-visibility position that sits at the center of relationship building and firm growth. You will be the first voice and face of our firm — responding quickly to inbound leads, confidently making outbound follow-up calls, hosting events, and guiding warm prospects toward scheduling consultations. You will operate at the intersection of hospitality, organization, and conversion — delivering a polished, white-glove experience while ensuring our office environment reflects the highest of standards and no opportunity slips through the cracks. You will play a direct role in ensuring our advisors’ calendars stay full and our prospect pipeline continues moving forward.
Requirements
- 3–5 years of experience in client relations, hospitality, appointment setting, or sales
- Proven success in scheduling consultations or converting warm leads into appointments
- Strong phone presence and comfort making outbound calls
- Fast response habits and high follow-through discipline
- Strong typing and computer proficiency (Apple preferred)
- CRM experience (Salesforce preferred)
- Multi-system navigation and digital efficiency
- Strong written and professional communication
Nice To Haves
- Experience in financial services, professional services, or luxury brands
- Event hosting or client-facing experience
- Experience working with high-net-worth clientele
Responsibilities
- Respond promptly to inbound leads and inquiries
- Contact and confirm all event registrations
- Guide qualified prospects toward scheduling consultations with confidence and professionalism
- Execute proactive outbound follow-up so no opportunity falls through the cracks
- Confirm and prepare prospects so they arrive ready and on time
- Serve as event host and relationship ambassador at prospect and client events
- Capture meaningful personal details that strengthen long-term relationships and enhance client experience
- Execute Client Love touchpoints including gifts, milestone outreach, and thoughtful follow-up
- Greet clients and guests warmly and professionally
- Offer and serve beverages and refreshments to create a welcoming experience
- Prioritize and route calls, texts, and mail efficiently
- Maintain accurate CRM documentation and scheduling integrity
- Ensure conference rooms and client spaces are prepared for each meeting
- Maintain a pristine office environment aligned with our brand standards
Benefits
- Full benefits package including medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
