Client Relations Representative - Indianapolis, IN
Indianapolis, Indiana, United States · On-site
Mid level
Description POSITION: Client Relations Representative Location: Indianapolis, IN Schedule: M-F 8:30-5pm + Local Travel FLSA Classification: Non-Exempt Who We Are At Retirement Income Source, a Sound Income Group company,…
Patient Care Coordinator Company Overview At Beltone, we deliver premium patient care by fostering a collaborative, empowering work environment. Our commitment to innovative hearing technology and exceptional service dri…
Who We Are Avenues Recovery Center is a nationwide network of drug and alcohol rehab centers with eighteen locations across seven states. We offer highly individualized treatment in a clean, modern, comfortable setting, …
Skills: Community Outreach, Relationship Management, Public Speaking, Crisis Intervention, Salesforce
Associate Photographer - South Bend, IN <br> Job Description <br> OVERVIEW CoStar Group is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in …
Skills: Real Estate Photography, Matterport Pro3, Drone Photography, Customer Service, Time Management
Associate Photographer - South Bend, IN <br> Job Description <br> OVERVIEW CoStar Group is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in …
Skills: Real Estate Photography, Matterport Pro3, Drone Photography, Virtual Tours, Floor Plan Creation
IT Delivery Manager - Channel/Experience/Portfolio
Indianapolis, Indiana, United States · On-site
$121k–$191k/yr
Senior+
At Delta Faucet, we are committed to transforming everyday experiences with water through innovative products and exceptional service. As a leader in the plumbing industry, we take pride in our dedication to quality, sus…
IT Delivery Manager - Channel/Experience/Portfolio
Indianapolis, Indiana, United States · On-site
$121k–$191k/yr
Senior+
At Delta Faucet, we are committed to transforming everyday experiences with water through innovative products and exceptional service. As a leader in the plumbing industry, we take pride in our dedication to quality, sus…
About Abby Care: Powering the future of care at home for all of America. Abby Care is building the leading AI-native platform for family-led care. America is facing a growing care crisis. Millions more people need care a…
Skills: Community Engagement, Event Planning, Outreach, Grassroots Organizing, Relationship Building
Overview Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life sav…
About the Role As an Executive Producer, you lead the planning, execution, and delivery of complex video, film, animation, and multimedia productions for a diverse portfolio of clients. You serve as the driving force beh…
About Markup AI Markup AI is pioneering the AI content governance category with the industry's first Content Guardian Agents™—AI-powered agents that automatically scan, score, and rewrite content to ensure it meets brand…
Description JDA Worldwide is a full-service marketing and communications firm. For over three decades, we have served national, emerging, and category-leading brands who want to make a positive impact on the world. We ar…
Skills: Media Relations, Earned Media Strategy, Press Release Writing, Pitching, Muck Rack
Business Development Liaison Pay Range: $65 - $75k per year About Ethan Crossing Indianapolis We provide a variety of addiction treatment programs that are housed in separate hospital wings for medically monitored detox …
Skills: Business Development, Healthcare Marketing, Relationship Management, Strategic Planning, Community Outreach
Today’s logistics marketplace is an ever-changing landscape where you can make your mark. Spot gives you the tools to tackle industry challenges for our partners. Here, initiative, drive, and teamwork form the basis for …
Skills: Videography, Video Editing, Adobe Premiere Pro, Adobe After Effects, Adobe Creative Suite
Job Description: The US Crop Protection Portfolio Marketing Lead is responsible for the 5-year portfolio strategic direction, delivery of the annual financial plan, pricing strategy, lifecycle management, OTD forecast, a…
Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director Job Description & Summary At PwC, our people in brand management, marketing and sales focus on collaboration to develop and exec…
Logistics Co-Founder / Head of Sales (100 % remote) (m/f/d)
Indianapolis, Indiana, United States · Remote Solely
Senior
We are looking to hire ambitious entrepreneurs to start and scale their own startups. We are serial entrepreneurs, for example Paul Müller (founder Adjust, €1.2B exit) and Petter Made (founder SumUp, €8B) who are eager t…
Skills: Entrepreneurship, Sales, Logistics, Scaling Startups, Product-Market Fit
Overview This position is responsible for centralized leasing activities and for delivering consistent, compliant, and efficient leasing practices across all properties to meet occupancy, traffic conversion, customer exp…
About Us McGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along…
Description The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills …
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
Medical Benefits, HRA Account, Dental Plan, Vision Plan, Short-term Disability Insurance, Long-term Disability Insurance
Posted 29d ago
~40 hrs/week
Responsibilities
This role focuses on driving business growth by converting warm leads into qualified appointments for financial advisors through phone-based outreach. Additionally, the representative coordinates and executes marketing events and workshops to enhance client engagement.
Requirements
Candidates must have 2+ years of experience in client service, sales, or business development and be proficient in CRM and Microsoft Office. A reliable vehicle for local travel and the ability to work occasional evenings for events are required.
Full job description
Description
POSITION: Client Relations Representative
Location: Indianapolis, IN
Schedule: M-F 8:30-5pm + Local Travel
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
This is a sales-focused client relationship and business development role, not a traditional administrative support position.
The Client Relations Representative (CRR) serves as the first point of contact for prospective and existing clients while driving appointment generation, supporting advisor growth initiatives, and creating an exceptional client experience. This role is responsible for converting warm leads into qualified appointments, executing marketing events, supporting new client onboarding, and maintaining consistent outreach activity that contributes directly to advisor production and firm growth.
Success in this role is measured through appointment generation, client engagement, event execution, outreach activity, and overall contribution to advisor and business growth.
Key Responsibilities
Sales Development & Appointment Setting
Approximately 70% of this role is phone-based client outreach and relationship-building activity.
Conduct outbound follow-up with workshop attendees, seminar leads, marketing inquiries, referrals, and existing clients.
Generate and schedule qualified appointments for Advisors.
Re-engage inactive prospects, dormant leads, and appointment no-shows.
Maintain consistent follow-up cadences until prospects are booked, declined, or disqualified.
Build rapport and establish trust through professional, consultative conversations.
Accurately document all client interactions and activity within CRM systems.
Track and report key performance metrics, including outreach volume, appointments scheduled, kept appointments, and conversion outcomes.
Collaborate with Advisors to identify opportunities for increased client engagement and business development.
Marketing & Event Execution
In partnership with Advisors and the Marketing team:
Support the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.
Coordinate event logistics, including venue communication, RSVPs, attendee tracking, room setup, and marketing collateral.
Assist with attendee registration, check-in, and event-day support.
Conduct same-day or next-day follow-up with attendees and no-shows to maximize appointment conversion opportunities.
Represent the firm professionally at public-facing events and engage with prospective clients.
Provide event feedback, attendance reporting, and recommendations for improving event effectiveness and return on investment.
Operational Excellence
Maintain accurate client records and CRM data integrity.
Monitor and report on outreach activity and performance metrics to support business objectives.
Partner with Advisors and internal teams to ensure seamless client experiences.
Demonstrate accountability for individual performance goals and team success.
Requirements
Must-Have Qualifications
Background and Education:
2+ years of experience in client service, appointment setting, inside sales, customer success, business development, hospitality, or a client-facing relationship management role.
Strong organizational and time-management skills with the ability to manage multiple priorities in a fast-paced environment.
Exceptional attention to detail, with strong organizational and time management abilities
Experience coordinating events, meetings, seminars, workshops, or client-facing programs preferred.
Ability to work independently, maintain accountability for performance goals, and consistently follow through on commitments.
Excellent verbal and written communication skills with a professional and confident presence.
Willingness to work occasional evenings in support of workshops, seminars, and client events.
Ability to travel locally as needed for events, workshops, and advisor support activities.
Technology Expertise:
CRM experience and proficiency in Microsoft Office Suite.
Proficiency in calendar management, ensuring advisor schedules are well-organized.
Physical & Work Environment Requirements
Reliable personal vehicle for local in-market travel - mileage reimbursed
Must be authorized to work in the U.S. without sponsorship.
Office-based role with routine use of telephone and email.
Ability to work at a desk for extended periods and lift up to 10 pounds.
Benefits
We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
100% employer-covered medical benefits and HRA account
Dental & vision plans
Short and long-term disability insurance
PTO + 10 NYSE company holidays per year
401K with company match program
Company-provided laptop and required technology
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.
Retirement Income Source is an E-Verify employer.
Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.
Sound Income Group is a revolutionary financial services organization that encompasses first-in-class advisor coaching and marketing. It is a thriving RIA and a national franchise aimed at helping advisors attract new clients and exceed their expectations.
It is the brainchild of visionary financial advisor, David J. Scranton, a respected income specialist and sought-after sales and marketing coach.
Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm Sound Income Group, Retirement Income Source, LLC, and Sound Income Strategies LLC are associated entities.
SEC.gov
Offices: 500 W Cypress Creek Rd, 250, Fort Lauderdale, Florida 33309, US
How much do Marketing jobs in Indianapolis, IN pay?
Based on 122 listings with disclosed salaries, most marketing jobs in Indianapolis, IN pay between $50k–$187k per year. Individual offers vary with seniority, company size, and specialization.
How many Marketing jobs are open in Indianapolis, IN right now?
There are currently 296 open marketing positions in Indianapolis, IN listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Marketing roles in Indianapolis, IN?
Companies currently hiring include Salesforce, Eli Lilly and Company, Delta Faucet Company, Indiana University Foundation, Masco Corporation, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Marketing jobs in Indianapolis, IN?
Yes — 97 of the 296 open marketing positions offer remote or hybrid work (39 remote, 58 hybrid).
How do I apply for Marketing jobs in Indianapolis, IN?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.