Client Relations Representative- Cranston, RI

Retirement Income Source SFG•Cranston, RI

1d•Onsite

About The Position

The Client Relations Representative (CRR) is a sales development and client relationship role supporting an Advisor as the Advisor’s territory expands into new markets. The role drives appointment generation from warm and event-based leads, supports and executes marketing events, initiates client onboarding paperwork, and owns outreach metrics and performance goals. The representative works directly with the Advisor to expand market presence across Londonderry, New Hampshire, and Leominster, Massachusetts. Local travel between offices and event venues is required, with mileage reimbursed. The role’s success directly impacts revenue growth, and approximately 70% of the work is phone-based sales activity. The position is based in Cranston, Rhode Island, and follows a Monday–Friday schedule from 8:30 a.m. to 5:00 p.m. It is primarily office-based, includes local travel to events as needed, and may require occasional evening coverage. The representative works in a collaborative, performance-driven culture focused on integrity, innovation, service, and education-driven financial planning.

Requirements

At least 2 years of sales or business development experience, with demonstrated ownership of KPIs and measurable performance results.
Ability to multitask and prioritize effectively in a fast-paced, client-centric environment.
Exceptional attention to detail and strong organizational and time-management abilities.
Strong communication skills and confidence engaging prospects by phone and face-to-face at public events.
Experience with a CRM and proficiency in Microsoft Office Suite.
Ability to work at a desk for extended periods and lift up to 10 pounds.
Ability to travel locally to offices and events as needed.

Nice To Haves

Associate’s or Bachelor’s degree in Business, Finance, or a related field; preferred but not required.

Responsibilities

Follow up outbound with workshop attendees, seminar leads, and internal marketing lists.
Secure a minimum of six first-time kept Advisor appointments per week.
Reactivate dormant leads and no-shows, maintaining a persistent follow-up cadence until leads are booked, declined, or disqualified.
Track and report outreach volume, appointments set, show rate, and conversion rate.
Log all activity in the Redtail CRM on the same day.
Maintain a high-energy phone presence and use strong closing skills.
Support 8–10 marketing events per quarter in partnership with the Advisor and Marketing team.
Scout and recommend event venues, coordinate contracts and approvals, manage RSVPs and confirmations, and oversee check-in and event-day logistics.
Conduct same-day or next-day follow-up after events to maximize appointment conversion and collaborate on additional initiatives such as lunch and learns.
Initiate new client onboarding paperwork and accurately prepare applications, transfer forms, and client profile documentation.
Submit complete documentation to the New Business team at the Westbrook office and ensure paperwork is compliant and accurate; the role submits paperwork but does not manage follow-up processing.
Coordinate Advisor calendars for efficiency and maintain a professional office and reception presence.