
The Client Relations Representative role at Retirement Income Source | SFG is a full-time, sales-driven position based in Litchfield, CT, with travel to satellite offices in Danbury and Avon. The position focuses on driving revenue by generating appointments from warm leads, executing marketing events, and managing new client onboarding paperwork. Key responsibilities include conducting high-volume outbound sales calls, coordinating quarterly events, and maintaining accurate CRM records. This opportunity appeals to candidates seeking a performance-oriented environment with a collaborative culture rooted in integrity. The role offers comprehensive benefits including fully covered medical insurance, a 401k match, and paid time off, while providing a clear path for growth within the financial services sector.
