Client Relations Representative - Westbrook, CT

Job Description Job Description Description: POSITION: Client Relations Representative Location: Westbrook, CT Schedule: M-F from 8:30 – 5:00pm (onsite local travel) 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 infor…

We are looking for a dedicated individual to join our growing team. In this role, you will have the opportunity to work on meaningful projects that impact our customers every day. We value innovation, integrity, and a commitment to excellence.

Requirements

• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities.
• Ability to work effectively both independently and in a team.
• A proactive and positive attitude towards learning.
• Relevant degree or equivalent professional experience.