Careers at B.O.S.S Retirement
Solutions & Advisors

Position Overview

The Client Relations Coordinator plays a key role in driving firm growth by scheduling and confirming qualified appointments for our Investment Advisor Representatives. This is a performance-driven role that directly impacts advisor productivity, marketing ROI, and client experience.

Compensation

Key Responsibilities

• Conduct outbound and inbound calls to prospects

• Schedule, confirm, and manage advisor calendars

• Support and attend dinner seminars and company events

• Maintain CRM accuracy and track performance metrics

• Execute structured follow-up to maximize show rates

Qualifications

• Bachelor’s degree preferred (or 4+ years related experience)

• 1+ year sales experience

• 1+ year customer service experience

• Proficiency in Microsoft Office and CRM systems

• Strong communication and organizational skills

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