POSITION: Client Relations Representative
Location: Denver, CO
FLSA Classification: Non-Exempt
Who We Are
At Retirement Income Source, a Sound Income Group company, 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.
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:
- 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.
- Make sufficient outbound calls each week to secure a minimum of 6 first-time kept 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.
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