balcj at Advisor Talent Solutions

Acworth, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

68000.0

Posted On

19 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relations, First Impressions, Relationship Building, Lead Response, Outbound Calling, Consultation Scheduling, Hospitality, Organization, Conversion, Event Hosting, Prospect Momentum, White-Glove Experience

Industry

Financial Services

Description

Client Relations & First Impressions Specialist Location: Palm Harbor, FL (In-Office) Employment Type: Full-Time Salary: $52,000 – $68,000/year (Based on Experience) + Bonus Potential Bonus Potential: Monthly performance bonuses tied to consultation attendance Benefits: Full benefits package including medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more. ---------------------------------------- About SimplePath Retirement SimplePath Retirement is a family-owned retirement planning, insurance, and wealth management firm. We’re a boutique firm with high standards, disciplined systems, and a reputation for delivering exceptional client experiences. We help good people live extraordinary lives in retirement, with purpose and dignity — and every relationship begins with a powerful first impression. ---------------------------------------- The Opportunity We are seeking a confident, relationship-driven Client Relations & First Impressions Specialist to own first impressions, accelerate prospect momentum, and drive consultation flow. This is not a passive front desk role. This is a high-energy, high-visibility position that sits at the center of relationship building and firm growth. You will be the first voice and face of our firm — responding quickly to inbound leads, confidently making outbound follow-up calls, hosting events, and guiding warm prospects toward scheduling consultations. You will operate at the intersection of hospitality, organization, and conversion — delivering a polished, white-glove experience while ensuring our office environment reflects the highest of standards and no opportunity slips through the cracks. You will play a direct role in ensuring our advisors’ calendars stay full and our prospect pipeline continues moving forward. ---------------------------------------- Your Mission Success in this role is measured by responsiveness, consultation flow, and the quality of the SimplePath experience. You will help ensure every interaction with our firm feels welcoming, organized, and purposeful. Your responsibilities include:

Responsibilities

The specialist will own first impressions, accelerate prospect momentum, and drive consultation flow by quickly responding to inbound leads and confidently making outbound follow-up calls. Responsibilities include hosting events and guiding warm prospects toward scheduling consultations to ensure advisors' calendars stay full.