Client Relations Representative - Indianapolis, IN

Job description

Job Type Full-time Description: POSITION: Client Relations Representative: Location: Indianapolis, IN: FLSA Classification: Non-Exempt: Who We Are: At Retirement Income Source , a Sound Income Group company, 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 informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary: The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. Key Responsibilities: - Greet and engage clients and prospects professionally in-person, on the phone, and via email. - Coordinate onboarding for new clients and prepare materi...