Client Relations Representative - Westbrook, CT

Retirement Income Source SFG•Westbrook, CT

8d•Hybrid

About The Position

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, and owning outreach metrics and performance goals. You will work directly alongside the Advisor to expand market presence across Londonderry, NH, and Leominster, MA. This role includes local travel between offices and event venues (mileage reimbursed). Success in this position directly impacts revenue growth.

Requirements

Minimum 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, with strong organizational and time management abilities
Strong communication skills and confidence in engaging prospects at events and over the phone.
CRM experience and proficiency in Microsoft Office Suite.
Ability to work at a desk for extended periods and lift up to 10 pounds.

Nice To Haves

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

Responsibilities

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 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 high-energy phone presence with strong closing capability
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)
Initiate new client onboarding paperwork
Accurately prepare applications, transfer forms, and client profile documentation
Submit complete documentation to the New Business team (Westbrook office)
Ensure compliance and accuracy in all paperwork (this role submits — does not manage follow-up processing)
Coordinate Advisor calendars for efficiency
Maintain professional office and reception presence