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© All Rights Reserved. ApplyBlast.com
Retirement Income Source SFG
The Client Relations Representative drives appointment generation and supports client onboarding while executing marketing events to expand market presence. This sales development role involves outbound follow-up, maintaining outreach metrics, and collaborating with the Advisor to grow revenue. The position requires strong communication skills, CRM proficiency, and comfort engaging prospects at public events.
Retirement Income Source SFG is a financial services firm based in Westbrook, CT, specializing in retirement income planning for retirees and near-retirees. They offer income-focused investment strategies emphasizing principal preservation, steady income from interest and dividends, and risk management through changing market conditions. Their services include retirement planning, wealth management, estate and legacy planning, Medicare and long-term care planning, and tax planning.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Retirement Income Source SFG.
Retirement Income Source SFG didn’t post a salary, so this is our estimate from similar listings.
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