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Client Relations Representative at Retirement Income Source SFG
Litchfield, Connecticut, United States - Full Time
Skills Needed
Client Service, Sales, Event Coordination, Appointment Setting, Crm, Microsoft Office, Communication, Multitasking, Organization, Time Management, Lead Conversion, Relationship Building, Attention To Detail, Follow Up, Confidentiality, Problem Solving
Specialization
Candidates should have 1-3 years of experience in outbound sales calls with a proven track record in appointment setting. An associate's or bachelor's degree in Business, Finance, or a related field is preferred, along with strong communication skills and CRM proficiency.
Experience Required
Minimum 2 year(s)
ABA Behavior Technician at ABA Pathways LLC
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Applied Behavior Analysis, Positive Reinforcement, Data Collection, Professional Relationships, Teamwork, Independence, Conflict Resolution, Flexibility, Cultural Competence, Child Interaction, Behavioral Health, Adaptability, Communication, Problem Solving, Time Management, Physical Stamina
Specialization
Candidates must have a high school diploma and flexible availability for in-home sessions. Preferred qualifications include a BA/BS in psychology, experience in ABA, and RBT certification.
Commis de restauration [ EXTRA ] at Barrière
Deauville, Normandy, France - Full Time
Skills Needed
Service Skills, Communication Skills, Teamwork, Customer Service, Attention To Detail, Time Management, Hygiene Standards, Food Handling, English Proficiency
Specialization
Candidates should hold a CAP/BEP in hospitality and have at least one year of relevant experience. Good interpersonal skills and English proficiency are preferred, but beginners are welcome as training will be provided.
Sales Associate - PT at GNC
City of Syracuse, New York, United States - Full Time
Skills Needed
Customer Service, Sales, Product Knowledge, Visual Merchandising, Cash Handling, Inventory Management, Team Collaboration, Communication, Problem Solving, Flexibility, Time Management, Goal Orientation, Cleaning Duties, Online Order Fulfillment, Health And Wellness Knowledge, Retail Operations
Specialization
Candidates must be at least 18 years old and have a passion for health and wellness. The role requires flexibility in working hours, including weekends and holidays.
Spa praticien [ EXTRA ] at Barrière
Deauville, Normandy, France - Full Time
Skills Needed
Spa Expertise, Massage Techniques, Customer Service, Sales Skills, English Proficiency, Flexibility, Empathy, Attention To Detail, Teamwork, Luxury Hospitality Standards, Biologique Recherche Knowledge, Adaptability, Curiosity, Reliability, Passion
Specialization
Candidates should have a background in spa and massage therapy, along with a diploma in aesthetics. Proficiency in professional English and the ability to adapt in busy environments are essential.
Dining Server at Monarch Communities
Melville, New York, United States - Full Time
Skills Needed
Customer Service, Dining Orders, Food Handling, Organizational Skills, Time Management, Problem Solving, Decision Making, Attention To Detail, Team Collaboration, Sanitization, Special Requests, Event Assistance, Training Participation, Compliance, Physical Stamina, Communication
Specialization
A high school diploma is preferred, and a minimum of one year of experience in fine dining hospitality or full-service senior living is required. Candidates should demonstrate good judgment, problem-solving skills, and the ability to handle multiple priorities.
Agent de maintenance at Barrière
Blotzheim, Great East, France - Full Time
Skills Needed
Electricity, General Maintenance, Heating, Air Conditioning, Plumbing, Sanitary, Carpentry, Problem Solving, Team Collaboration, Safety Awareness
Specialization
Candidates should have prior experience in a similar role and possess knowledge in electricity and general building maintenance. Basic skills in heating, air conditioning, plumbing, and carpentry are preferred.
Dutch Speaking Appointment Setter - Relocation to Sofia at Mercier Consultancy MD
, , Spain - Full Time
Skills Needed
Fluency In Dutch, Proficiency In English, Appointment Setting, Lead Generation, Customer Service, Communication Skills, Interpersonal Skills, Organizational Skills, Attention To Detail, Crm Software, Office Applications, Proactive Attitude, Team Player
Specialization
Fluency in Dutch and previous experience in appointment setting or customer service is preferred. The candidate should possess excellent communication skills, strong organizational abilities, and a proactive attitude.
Dutch Speaking Sales Representative - Relocation to Sofia at Mercier Consultancy MD
, , Latvia - Full Time
Skills Needed
Fluency In Dutch, Proficiency In English, Sales Experience, Customer Service, Communication Skills, Persuasive Skills, Teamwork, Results Oriented, Proactive Approach, Adaptability
Specialization
Fluency in Dutch is required, and proficiency in English is beneficial. Experience in sales or customer service is preferred but not mandatory.
Dutch Speaking Appointment Setter - Relocation to Sofia at Mercier Consultancy MD
, , Latvia - Full Time
Skills Needed
Fluency In Dutch, Proficiency In English, Communication Skills, Interpersonal Skills, Organizational Skills, Attention To Detail, Crm Software, Office Applications, Lead Generation, Customer Service, Appointment Setting, Persuasive Approach, Proactive Self Starter, Team Player, Positive Attitude
Specialization
Fluency in Dutch is required, with previous experience in appointment setting or customer service preferred. Strong communication, organizational skills, and a proactive attitude are essential for success in this role.
Dutch Speaking Sales Representative - Relocation to Sofia at Mercier Consultancy MD
, , Belgium - Full Time
Skills Needed
Fluency In Dutch, Proficiency In English, Sales Experience, Customer Service, Communication Skills, Persuasive Skills, Teamwork, Results Oriented, Proactive Approach, Adaptability
Specialization
Fluency in Dutch (both written and spoken) is required; proficiency in English is beneficial. Experience in sales or customer service is preferred but not mandatory.
Villas Manager at Rancho Valencia Resort & Spa
Rancho Santa Fe, California, United States - Full Time
Skills Needed
Guest Service, Management, Communication, Sales Skills, Supervisory Experience, Budget Management, Concierge Services, Problem Solving, Attention To Detail, Teamwork, Customer Relationship Management, Knowledge Of Local Area, Organizational Skills, Conflict Resolution, Time Management, Computer Skills
Specialization
Candidates must have five years of management experience in a guest service-oriented business and knowledge of San Diego County geography. Supervisory experience and sales skills are also required, along with the ability to work weekends and holidays.
Experience Required
Minimum 5 year(s)
HR Coordinator/Assistant at Bridge Housing Corporation
Chicago, Illinois, United States - Full Time
Skills Needed
Hris, Benefits Administration, Onboarding, File Management, Compliance, Communication Skills, Organizational Skills, Attention To Detail, Customer Service, Collaboration, Self Starter, Process Improvement, Microsoft Office, Recruitment Assistance, Legal Compliance, Employee Records
Specialization
Candidates should have at least 1 year of HR assisting experience and a bachelor's degree in a relevant area. Strong communication skills and proficiency in Microsoft Office are also required.
Tax Planning Associate at Annex Wealth Management LLC
Brookfield, Wisconsin, United States - Full Time
Skills Needed
Tax Preparation, Financial Planning, Team Collaboration, Tax Strategy Development, Client Interaction, Learning Agility, Technical Comfort, Tax Law Knowledge
Specialization
Candidates should have 1-3 years of experience preparing tax returns and aspire to become an EA or CPA. A strong interest in financial planning and a desire for career development are essential.
Experience Required
Minimum 2 year(s)
CROUPIER (H/F) at Barrière
Dinard, Brittany, France - Full Time
Skills Needed
Mental Calculation, Excellent Memory, Customer Relationship, Black Jack, Roulette Anglaise, Ultimate Poker, Autonomy, Rigorous, Dynamic, Presentation Skills, Discretion, Organizational Skills
Specialization
Candidates should have significant experience as a croupier and be proficient in various games such as Black Jack and Roulette. They should also demonstrate integrity, discretion, and a good level of communication.
Radiologic Technologist at Advanced Pain Care
Austin, Texas, United States - Full Time
Skills Needed
Radiologic Technology, Patient Care, Documentation, Clerical Duties, Quality Control, Anatomy Knowledge, Radiation Safety, Communication Skills, Organizational Skills, Interpersonal Skills, Computer Skills, Judgment, Time Management, Confidentiality, Image Production, Contrast Media Administration
Specialization
Candidates must be graduates of an accredited School of Radiologic Technology and hold current registration with ARRT. Three to five years of experience as a radiologic technologist is preferred.
Experience Required
Minimum 2 year(s)
Curbside/To Go at Copeland's of New Orleans
New Orleans, Louisiana, United States - Full Time
Skills Needed
Proven Restaurant Serving Experience, Attentive, Patient With Guests, Value Teamwork, Upbeat, Friendly, Responsible, Trustworthy, Attention To Cleanliness, Safety, Open To Learning, Training
Specialization
Candidates should have a positive attitude and a love for serving food. Proven experience in a restaurant setting is preferred.
Equipier Etages (H/F/X) at Accor
Marseille, Provence-Alpes-Côte d'Azur, France - Full Time
Skills Needed
Warm Personality, Teamwork, Autonomy, Customer Needs Anticipation, Professionalism, Attention To Detail, Organization
Specialization
A warm and caring personality is essential, and previous experience in a similar role is a plus. You should be able to work both in a team and independently while maintaining a professional demeanor.
Busser at Copeland's of New Orleans
New Orleans, Louisiana, United States - Full Time
Skills Needed
Attentive, Patient, Teamwork, Upbeat, Friendly, Responsible, Trustworthy, Attention To Cleanliness, Safety, Open To Learning, Training
Specialization
Candidates should have a great attitude and a love for serving food. Teamwork and a willingness to learn are essential.
Operations manager at Accor
Zaventem, Flanders, Belgium - Full Time
Skills Needed
Leadership, Team Management, Guest Experience, Operational Oversight, Financial Management, Pricing Strategy, Staff Development, Strategic Planning, Communication, Interpersonal Skills, Problem Solving, Hotel Management Software, Fluency In Dutch, Fluency In French, Fluency In English
Specialization
A bachelor's degree in Hotel Management or a related field is required, along with at least 5 years of experience in hotel operations. Strong financial acumen and excellent communication skills are essential.
Experience Required
Minimum 5 year(s)
Client Relations Representative at Retirement Income Source SFG
Litchfield, Connecticut, United States -
Full Time

Start Date

Immediate

Expiry Date

25 Feb, 26

Salary

0.0

Posted On

27 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Service, Sales, Event Coordination, Appointment Setting, CRM, Microsoft Office, Communication, Multitasking, Organization, Time Management, Lead Conversion, Relationship Building, Attention to Detail, Follow-Up, Confidentiality, Problem Solving

Industry

Financial Services

Description
Description 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 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. This role includes travel and event support between our Litchfield and Avon offices. 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. Requirements Must-Have Qualifications Industry Experience & Skills 1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion 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 an 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 The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.
Responsibilities
The Client Relations Representative is responsible for client service administration, inside sales, and event coordination. This role involves engaging clients and prospects, managing advisor calendars, and generating appointments through events and follow-ups.
Client Relations Representative at Retirement Income Source SFG
Litchfield, Connecticut, United States - Full Time
Skills Needed
Client Service, Sales, Event Coordination, Appointment Setting, Crm, Microsoft Office, Communication, Multitasking, Organization, Time Management, Lead Conversion, Relationship Building, Attention To Detail, Follow Up, Confidentiality, Problem Solving
Specialization
Candidates should have 1-3 years of experience in outbound sales calls with a proven track record in appointment setting. An associate's or bachelor's degree in Business, Finance, or a related field is preferred, along with strong communication skills and CRM proficiency.
Experience Required
Minimum 2 year(s)
ABA Behavior Technician at ABA Pathways LLC
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Applied Behavior Analysis, Positive Reinforcement, Data Collection, Professional Relationships, Teamwork, Independence, Conflict Resolution, Flexibility, Cultural Competence, Child Interaction, Behavioral Health, Adaptability, Communication, Problem Solving, Time Management, Physical Stamina
Specialization
Candidates must have a high school diploma and flexible availability for in-home sessions. Preferred qualifications include a BA/BS in psychology, experience in ABA, and RBT certification.
Commis de restauration [ EXTRA ] at Barrière
Deauville, Normandy, France - Full Time
Skills Needed
Service Skills, Communication Skills, Teamwork, Customer Service, Attention To Detail, Time Management, Hygiene Standards, Food Handling, English Proficiency
Specialization
Candidates should hold a CAP/BEP in hospitality and have at least one year of relevant experience. Good interpersonal skills and English proficiency are preferred, but beginners are welcome as training will be provided.
Sales Associate - PT at GNC
City of Syracuse, New York, United States - Full Time
Skills Needed
Customer Service, Sales, Product Knowledge, Visual Merchandising, Cash Handling, Inventory Management, Team Collaboration, Communication, Problem Solving, Flexibility, Time Management, Goal Orientation, Cleaning Duties, Online Order Fulfillment, Health And Wellness Knowledge, Retail Operations
Specialization
Candidates must be at least 18 years old and have a passion for health and wellness. The role requires flexibility in working hours, including weekends and holidays.
Spa praticien [ EXTRA ] at Barrière
Deauville, Normandy, France - Full Time
Skills Needed
Spa Expertise, Massage Techniques, Customer Service, Sales Skills, English Proficiency, Flexibility, Empathy, Attention To Detail, Teamwork, Luxury Hospitality Standards, Biologique Recherche Knowledge, Adaptability, Curiosity, Reliability, Passion
Specialization
Candidates should have a background in spa and massage therapy, along with a diploma in aesthetics. Proficiency in professional English and the ability to adapt in busy environments are essential.
Dining Server at Monarch Communities
Melville, New York, United States - Full Time
Skills Needed
Customer Service, Dining Orders, Food Handling, Organizational Skills, Time Management, Problem Solving, Decision Making, Attention To Detail, Team Collaboration, Sanitization, Special Requests, Event Assistance, Training Participation, Compliance, Physical Stamina, Communication
Specialization
A high school diploma is preferred, and a minimum of one year of experience in fine dining hospitality or full-service senior living is required. Candidates should demonstrate good judgment, problem-solving skills, and the ability to handle multiple priorities.
Agent de maintenance at Barrière
Blotzheim, Great East, France - Full Time
Skills Needed
Electricity, General Maintenance, Heating, Air Conditioning, Plumbing, Sanitary, Carpentry, Problem Solving, Team Collaboration, Safety Awareness
Specialization
Candidates should have prior experience in a similar role and possess knowledge in electricity and general building maintenance. Basic skills in heating, air conditioning, plumbing, and carpentry are preferred.
Dutch Speaking Appointment Setter - Relocation to Sofia at Mercier Consultancy MD
, , Spain - Full Time
Skills Needed
Fluency In Dutch, Proficiency In English, Appointment Setting, Lead Generation, Customer Service, Communication Skills, Interpersonal Skills, Organizational Skills, Attention To Detail, Crm Software, Office Applications, Proactive Attitude, Team Player
Specialization
Fluency in Dutch and previous experience in appointment setting or customer service is preferred. The candidate should possess excellent communication skills, strong organizational abilities, and a proactive attitude.
Dutch Speaking Sales Representative - Relocation to Sofia at Mercier Consultancy MD
, , Latvia - Full Time
Skills Needed
Fluency In Dutch, Proficiency In English, Sales Experience, Customer Service, Communication Skills, Persuasive Skills, Teamwork, Results Oriented, Proactive Approach, Adaptability
Specialization
Fluency in Dutch is required, and proficiency in English is beneficial. Experience in sales or customer service is preferred but not mandatory.
Dutch Speaking Appointment Setter - Relocation to Sofia at Mercier Consultancy MD
, , Latvia - Full Time
Skills Needed
Fluency In Dutch, Proficiency In English, Communication Skills, Interpersonal Skills, Organizational Skills, Attention To Detail, Crm Software, Office Applications, Lead Generation, Customer Service, Appointment Setting, Persuasive Approach, Proactive Self Starter, Team Player, Positive Attitude
Specialization
Fluency in Dutch is required, with previous experience in appointment setting or customer service preferred. Strong communication, organizational skills, and a proactive attitude are essential for success in this role.
Dutch Speaking Sales Representative - Relocation to Sofia at Mercier Consultancy MD
, , Belgium - Full Time
Skills Needed
Fluency In Dutch, Proficiency In English, Sales Experience, Customer Service, Communication Skills, Persuasive Skills, Teamwork, Results Oriented, Proactive Approach, Adaptability
Specialization
Fluency in Dutch (both written and spoken) is required; proficiency in English is beneficial. Experience in sales or customer service is preferred but not mandatory.
Villas Manager at Rancho Valencia Resort & Spa
Rancho Santa Fe, California, United States - Full Time
Skills Needed
Guest Service, Management, Communication, Sales Skills, Supervisory Experience, Budget Management, Concierge Services, Problem Solving, Attention To Detail, Teamwork, Customer Relationship Management, Knowledge Of Local Area, Organizational Skills, Conflict Resolution, Time Management, Computer Skills
Specialization
Candidates must have five years of management experience in a guest service-oriented business and knowledge of San Diego County geography. Supervisory experience and sales skills are also required, along with the ability to work weekends and holidays.
Experience Required
Minimum 5 year(s)
HR Coordinator/Assistant at Bridge Housing Corporation
Chicago, Illinois, United States - Full Time
Skills Needed
Hris, Benefits Administration, Onboarding, File Management, Compliance, Communication Skills, Organizational Skills, Attention To Detail, Customer Service, Collaboration, Self Starter, Process Improvement, Microsoft Office, Recruitment Assistance, Legal Compliance, Employee Records
Specialization
Candidates should have at least 1 year of HR assisting experience and a bachelor's degree in a relevant area. Strong communication skills and proficiency in Microsoft Office are also required.
Tax Planning Associate at Annex Wealth Management LLC
Brookfield, Wisconsin, United States - Full Time
Skills Needed
Tax Preparation, Financial Planning, Team Collaboration, Tax Strategy Development, Client Interaction, Learning Agility, Technical Comfort, Tax Law Knowledge
Specialization
Candidates should have 1-3 years of experience preparing tax returns and aspire to become an EA or CPA. A strong interest in financial planning and a desire for career development are essential.
Experience Required
Minimum 2 year(s)
CROUPIER (H/F) at Barrière
Dinard, Brittany, France - Full Time
Skills Needed
Mental Calculation, Excellent Memory, Customer Relationship, Black Jack, Roulette Anglaise, Ultimate Poker, Autonomy, Rigorous, Dynamic, Presentation Skills, Discretion, Organizational Skills
Specialization
Candidates should have significant experience as a croupier and be proficient in various games such as Black Jack and Roulette. They should also demonstrate integrity, discretion, and a good level of communication.
Radiologic Technologist at Advanced Pain Care
Austin, Texas, United States - Full Time
Skills Needed
Radiologic Technology, Patient Care, Documentation, Clerical Duties, Quality Control, Anatomy Knowledge, Radiation Safety, Communication Skills, Organizational Skills, Interpersonal Skills, Computer Skills, Judgment, Time Management, Confidentiality, Image Production, Contrast Media Administration
Specialization
Candidates must be graduates of an accredited School of Radiologic Technology and hold current registration with ARRT. Three to five years of experience as a radiologic technologist is preferred.
Experience Required
Minimum 2 year(s)
Curbside/To Go at Copeland's of New Orleans
New Orleans, Louisiana, United States - Full Time
Skills Needed
Proven Restaurant Serving Experience, Attentive, Patient With Guests, Value Teamwork, Upbeat, Friendly, Responsible, Trustworthy, Attention To Cleanliness, Safety, Open To Learning, Training
Specialization
Candidates should have a positive attitude and a love for serving food. Proven experience in a restaurant setting is preferred.
Equipier Etages (H/F/X) at Accor
Marseille, Provence-Alpes-Côte d'Azur, France - Full Time
Skills Needed
Warm Personality, Teamwork, Autonomy, Customer Needs Anticipation, Professionalism, Attention To Detail, Organization
Specialization
A warm and caring personality is essential, and previous experience in a similar role is a plus. You should be able to work both in a team and independently while maintaining a professional demeanor.
Busser at Copeland's of New Orleans
New Orleans, Louisiana, United States - Full Time
Skills Needed
Attentive, Patient, Teamwork, Upbeat, Friendly, Responsible, Trustworthy, Attention To Cleanliness, Safety, Open To Learning, Training
Specialization
Candidates should have a great attitude and a love for serving food. Teamwork and a willingness to learn are essential.
Operations manager at Accor
Zaventem, Flanders, Belgium - Full Time
Skills Needed
Leadership, Team Management, Guest Experience, Operational Oversight, Financial Management, Pricing Strategy, Staff Development, Strategic Planning, Communication, Interpersonal Skills, Problem Solving, Hotel Management Software, Fluency In Dutch, Fluency In French, Fluency In English
Specialization
A bachelor's degree in Hotel Management or a related field is required, along with at least 5 years of experience in hotel operations. Strong financial acumen and excellent communication skills are essential.
Experience Required
Minimum 5 year(s)