Client Relations & First Impressions Specialist - Palm Harbor, FL

Client Relations & First Impressions Specialist

Location:

Palm Harbor, FL (In-Office)

Employment Type:

Full-Time

Salary: $52,000 – $68,000 (Based on Experience)

Bonus Potential:
Monthly performance bonuses tied to consultation attendance

Benefits:
Full benefits package including medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more.

Simple Path Retirement is a family‑owned retirement planning, insurance, and wealth management firm. We’re a boutique firm with high standards, disciplined systems, and a reputation for delivering exceptional client experiences.

We help good people live extraordinary lives in retirement, with purpose and dignity — and every relationship begins with a powerful first impression.

We are seeking a confident, relationship‑driven Client Relations & First Impressions Specialist to own first impressions, accelerate prospect momentum, and drive consultation flow.

This is not a passive front desk role. This is a high‑energy, high‑visibility position that sits at the center of relationship building and firm growth. You will be the first voice and face of our firm — responding quickly to inbound leads, confidently making outbound follow‑up calls, hosting events, and guiding warm prospects toward scheduling consultations.

You will operate at the intersection of hospitality, organization, and conversion — delivering a polished, white‑glove experience while ensuring our office environment reflects the highest of standards and no opportunity slips through the cracks. You will play a direct role in ensuring our advisors’ calendars stay full and our prospect pipeline continues moving forward.

Success in this role is measured by responsiveness, consultation flow, and the quality of the Simple Path experience. You will help ensure every interaction with our firm feels welcoming, organized, and purposeful.

Your responsibilities include:

• Respond promptly to inbound leads and inquiries
• Contact and confirm all event registrations
• Guide qualified prospects toward scheduling consultations with confidence and professionalism
• Execute proactive outbound follow-up so no opportunity falls through the cracks
• Confirm and prepare prospects so they arrive ready and on time

• Serve as event host and relationship ambassador at prospect and client events
• Capture meaningful personal details that strengthen long‑term relationships and enhance client experience
• Execute Client Love touchpoints including gifts, milestone outreach, and thoughtful follow‑up

• Greet clients and guests warmly and professionally
• Offer and serve beverages and refreshments to create a welcoming experience
• Prioritize and route calls, texts, and mail efficiently
• Maintain accurate CRM documentation and scheduling integrity
• Ensure conference rooms and client spaces are prepared for each meeting
• Maintain a pristine office environment aligned with our brand standards

This role requires someone who consistently shows up with:

• High Energy & Sociability:
  You enjoy meeting new people and building rapport quickly
• Persuasive Confidence:
  You are comfortable guiding conversations toward next steps.
• Responsiveness:
  You move quickly because speed builds trust.
• Follow-Through Discipline:
  You don’t let interested leads go cold or details slip
• Relationship Orientation:
  You genuinely care about people and remember details.
• Ownership:
  You take responsibility for outcomes, not just activity.
• Professional Presence:
  You represent the brand with polish and warmth.
• Organizational Strength:
  You manage schedules, logistics, and details with consistency.
• Hospitality Mindset:
  You create a welcoming, white‑glove experience.
• Growth Mindset:
  You want to improve, learn, and elevate your impact.

This role is not suited for someone who prefers passive reception work, reactive follow‑up, or behind‑the‑scenes‑only responsibilities.

This is a performance‑based role in a growth‑oriented firm. You will have autonomy — but also accountability. We expect…