Client Relations Representative - Westbrook, CT

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 leads, executing and supporting 8–10 marketing events per quarter, initiating new client onboarding paperwork with precision, owning outreach metrics and performance goals, and working directly alongside the Advisor to expand market presence across Londonderry, NH, and Leominster, MA.

Key Responsibilities

• Sales Development & Appointment Setting
• 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
• Marketing & Event Execution (8–10 Per Quarter)
• In Partnership With The Advisor And Marketing Team
• Scout and recommend venues
• Cook up and sign 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)
• Client Service & Onboarding Support
• 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)
• Collapse Advisor calendars for efficiency
• Coordinate professional office and reception presence

Requirements

• Must-Have Qualifications
• 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 required
• 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
• Technology Expertise
• CRM experience and proficiency in Microsoft Office Suite

Physical & Work Environment Requirements

• Office-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

Benefits

• 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 program
• Free onsite parking
• Company-provided laptop and required technology

About the Role

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

• Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations.