Client Relations Representative

Job Description

Job Description

Description :

FLSA Classification : Non-Exempt

Who We Are

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.

Position Summary

The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. This role includes travel and event support between our Litchfield and Avon offices.

Key Responsibilities

• Greet and engage clients and prospects professionally in person, on the phone, and via email.
• Coordinate onboarding for new clients and prepare materials for Advisor meetings.
• Manage and optimize advisor calendars to ensure efficiency.
• Respond to inquiries or route to the appropriate team member.
• Maintain a professional and welcoming reception and meeting space.
• Ensure all client and prospect information is handled confidentially and in compliance with policies.
• Spend approximately 70% of the day on the phone building relationships with new and existing clients.

Sales, Events & Appointment Setting :

Requirements :

Must-Have Qualifications

Industry Experience & Skills

Background and Education :

Technology Expertise :

Physical & Work Environment Requirements

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including :

The 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.