Hybrid Client Relations Coordinator bei Retirement Income Source SFG

Description

POSITION: Client Relations Coordinator  

Location: Westbrook, CT

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 Coordinator 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.

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 60% of the day on the phone building relationships with new and existing clients.

Sales, Events & Appointment Setting:

• Attend in-person workshops, seminars, and community events; engage attendees to generate new appointments.
• Plan and execute public-facing marketing event logistics: scout and book locations,      track RSVPs, check-ins, room setup, and marketing collateral.
• Conduct same-day or next-day follow-up with attendees and no-shows to convert them into booked consultations.
• Call a minimum of 50 warm leads per week (event attendees, referrals, website inquiries, prior prospects) to qualify and book Advisor appointments.
• Maintain consistent follow-up until leads are scheduled, declined, or disqualified.
• Reactivate dormant leads and no-shows with targeted outreach.
• Track and report on metrics: outreach activity, appointments set, show rates, and conversions.
• Log all activity and lead status updates in CRM on the same day.

Requirements

Must-Have Qualifications

Industry Experience & Skills 

• 1–3 years in financial services, client-facing role, or proven success in inside sales/appointment setting.
• Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
• Exceptional attention to detail, with strong organizational and time management abilities

Background and Education:

• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred
• Proven sales experience with a consistent track record of meeting or exceeding goals
• 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 as needed, occasional evening or Saturday 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 program
• Free onsite parking
• Company-provided laptop and required technology