Client Relations & Sales Development Associate

Retirement Income Source, LLC.; Cranston (RI); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Disability insurance

PTO + holidays

401K matching

Onsite parking

Laptop provided

Job summary

Retirement Income Source is seeking a Client Relations Representative to drive sales leads, coordinate 8–10 events per quarter, and onboard new clients. This onsite role requires strong communication skills and travel to events across the region.

You will support the Advisor, manage CRM activity, and contribute to revenue growth through proactive outreach and exceptional client service.

Qualifications

• Minimum 2 years of sales or business development experience with KPI ownership.
• CRM experience and proficiency in Microsoft Office Suite.
• Strong communication skills and ability to engage prospects at events and over the phone.

Responsibilities

• Drive appointment generation from warm and event-based leads.
• Execute and support 8–10 marketing events per quarter.
• Initiate onboarding paperwork with precision.
• Own outreach metrics and performance goals.
• Log activity in CRM (Redtail) on the same day.

Skills

Sales / Business Development

CRM experience

Microsoft Office

Education

Associate’s or Bachelor’s degree in Business/Finance

Tools

Redtail CRM

Microsoft Office

Job description

Retirement Income Source is seeking a Client Relations Representative to drive sales leads, coordinate 8–10 events per quarter, and onboard new clients. This onsite role requires strong communication skills and travel to events across the region.

You will support the Advisor, manage CRM activity, and contribute to revenue growth through proactive outreach and exceptional client service.