Sales & Onboarding Specialist - Client Growth
Job in
Westbrook, Connecticut, 06498, USA
Listed on 2026-07-31
Listing for:
Retirement Income Source SFG
Full Time
position Listed on 2026-07-31
Job specializations:
-
Sales
Appointment Setter/ Scheduler, Inside Sales, CRM Systems & Management
Job Description & How to Apply Below
Retirement Income Source | SFG is seeking a Client Relations Representative to drive appointment generation from warm leads and support marketing events. This onsite role partners with the Advisor to expand market presence across New England, with local travel between offices and event venues.
You will onboard new clients and maintain CRM records, contributing to revenue growth. The role emphasizes inbound/outbound sales activity, event coordination, and accurate paperwork.
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