Client Relations Representative - Westbrook, CT

Are you looking to launch your career in a dynamic, mission-driven environment where your daily work truly changes lives? At Retirement Income Source | SFG, we are seeking a motivated and personable Client Relations Representative to join our Westbrook team. This is a unique opportunity to step into the world of financial services, where you will serve as the heartbeat of our office. You will be the first point of contact for our clients, guiding them through our signature seven-step process and ensuring they feel supported, educated, and empowered as they navigate the complexities of retirement planning.

We are looking for a proactive communicator who thrives on building genuine relationships and possesses a passion for helping others achieve long-term peace of mind. In this full-time, onsite role, you will gain invaluable hands-on experience in client management and financial operations while working in a professional, collaborative setting. If you are a recent graduate or early-career professional with a sharp mind, a friendly demeanor, and a desire to grow within a firm that prioritizes education and integrity, we want to hear from you. Join us in Westbrook and help our clients turn their retirement goals into a reality.

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.