Client Relations & Appointment Specialist

A financial services firm is seeking a Client Relations Representative in Irving, TX. This role emphasizes building client relationships and driving sales through warm lead follow-up and event coordination. Candidates should have 1-3 years of outbound sales experience and strong communication skills. Responsibilities include engaging clients, preparing for advisor meetings, and attending events to facilitate new appointments. Comprehensive benefits and a collaborative work culture are offered. #J-18808-Ljbffr