Sales & Onboarding Specialist - Client Growth
Retirement Income Source SFG
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. #J-18808-Ljbffr Retirement Income Source SFG
Vacancy posted 8 hours ago
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