Client Relations Representative

Job TypeFull-timeDescriptionPOSITION: Client Relations Representative Location: Litchfield, CTTravel Requirement: Danbury and Avon, CT officesFLSA Classification: Non-ExemptWho We AreAt 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.Position SummaryThis 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 ForDriving appointment generation from warm and event-based leadsExecuting and supporting 8–10 marketing events per quarterInitiating new client onboarding paperwork with precisionOwning outreach metrics and performance goalsYou 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.Key ResponsibilitiesSales Development & Appointment SettingExecute outbound follow-up on workshop attendees, seminar leads, and internal marketing listsSecure a minimum of 6+ first-time kept advisor appointments per weekReactivate dormant leads and no-showsMaintain a persistent follow-up cadence until leads are booked, declined, or disqualifiedTrack and report KPIs including: Outreach volume, Appointments set, Show rate, Conversion rateLog all activity in CRM (Redtail) same dayMaintain a high-energy phone presence with strong closing capabilityApproximately 70% of this role is phone-based sales activity.Marketing & Event Execution (8–10 Per Quarter)In Partnership With The Advisor And Marketing TeamScout and recommend venuesCoordinate contracts and approvalsManage RSVPs and confirmationsOversee check-in and event-day logisticsConduct same-day or next-day follow-up to maximize appointment conversionCollaborate on additional initiatives (e.g., lunch & learns)This role requires comfort engaging prospects face-to-face at public events.Client Service & Onboarding SupportInitiate new client onboarding paperworkAccurately prepare applications, transfer forms, and client profile documentationSubmit 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 efficiencyMaintain professional office and reception presenceRequirementsMust-Have QualificationsBackground And ExperienceMinimum 2 years of sales or business development experience, with demonstrated ownership of KPIs and measurable performance results. Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred, but not requiredAbility to multitask and prioritize effectively in a fast-paced, client-centric environmentExceptional attention to detail, with strong organizational and time management abilitiesStrong communication skills and confidence in engaging prospects at events and over the phone.Technology ExpertiseCRM experience and proficiency in Microsoft Office Suite.Physical & Work Environment RequirementsOffice-based role with travel to events and satellite offices, occasional evening or Saturday coverage (mileage reimbursement provided) Ability to work at a desk for extended periods and lift up to 10 pounds.BenefitsWe’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:100% employer-covered medical benefits and an HRA account Dental & vision plans Short and long-term disability insurance PTO + 10 NYSE company holidays per year 401K with company match programFree onsite parkingCompany-provided laptop and required technologyThe duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.