Description
The Client Relations Representative (CRR) at Retirement Income Source | SFG is a sales development and client relationship-focused role. The CRR drives appointment generation from leads, executes marketing events, initiates new client onboarding, and owns outreach metrics. This role involves significant phone-based sales activities, approximately 70%, along with face-to-face engagement at public events. The CRR works directly with Advisors to expand market presence in specific regions like Londonderry, NH, and Leominster, MA, requiring local travel.
