Client Relations Representative- Cranston, RI

Job Type Full-time Description POSITION: Client Relations Representative Location: Cranston, RI Schedule: M-F from 8:30 – 5:00pm (onsite + local travel) 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 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 leadsExecuting and supporting 8–10 marketing events per quarterInitiating new client onboarding paperwork with precisionOwning 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. Key Responsibilities Sales Development & Appointment Setting Execute 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 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 high-energy phone presence with strong closing capability Approximately 70% of this role is phone-based sales activity. Marketing & Event Execution (8–10 Per Quarter) In Partnership With The Advisor And Marketing Team Scout 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 Support Initiate 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 presence Requirements Must-Have Qualifications Background And Experience Minimum 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 Expertise CRM experience and proficiency in Microsoft Office Suite. Physical & Work Environment Requirements Office-based role with local travel to events as needed, occasional evening coverage.Ability to work at a desk for extended periods and lift up to 10 pounds. Benefits We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including: 100% employer-covered medical benefits and 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 technology Retirement Income Source SFG is an E-Verify employer. 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.