Scheduling and Client Relations Assistant

Who We Are

At Decker Retirement Planning, we help individuals confidently navigate retirement with a strategic, math-based approach. Our firm is one of the country's top independent retirement planning firms, and we’re growing with BIG goals ahead. We’re looking for a driven, detail-oriented, and personable team member to ensure our advisors’ calendars stay full and our client engagement remains top-notch!

Who You Are

You love connecting with people and making things happen! You’re highly organized, great on the phone, and know how to engage prospects in meaningful conversations (in-person and over the phone). If you thrive in a fast-paced environment, enjoy working with a team, and have a knack for scheduling, marketing, and relationship-building, this role is for you.

What You’ll Be Doing

Your mission: Keep our advisors’ schedules packed with qualified appointments while supporting client outreach and marketing efforts. You’ll be the first point of contact for potential clients, helping them take the next step toward A Safer retirement®.

Daily Responsibilities:

· Call and schedule appointments with leads from seminars, events, and other sources.

· Confirm appointments and follow up to ensure high attendance.

· Maintain and update our CRM (Salesforce/Keap) with client and prospect data.

· Track client referrals and provide status updates to the team.

· Manage advisor calendars, rescheduling when necessary.

Weekly Responsibilities:

· Follow up with prospects and respond to inbound marketing inquiries.

· Assist in planning and executing client events, seminars, and workshops.

· Implement and track marketing efforts, including outbound mailers.

· Attend and support client seminars and networking events (evening availability 2-3 times per month).

· Schedule event attendees for follow-up appointments and ensure they keep them.

Monthly & Quarterly Responsibilities:

· Manage RSVPs for upcoming seminars and handle event follow-ups.

· Prepare reports on appointment setting, conversions, and marketing performance.

· Assist in strategizing and optimizing marketing efforts.

· Coordinate event logistics and make sure our seminars and workshops are a success.

Why You’ll Love This Job

· Base Salary Performance Incentive – Your hard work pays off!

· Be a Key Player – Your role directly contributes to our company’s growth.

· Engaging Work Environment – Work with a fun, collaborative team.

· Growth Opportunities – Learn and develop new skills in sales, client relations, and marketing.

· Collaborate and Train – We work with some of the top firms and partners in the country.

What You Bring to the Table

· A knack for building relationships and getting people excited to meet with us.

· Strong organizational skills with attention to detail.

· Confidence in making phone calls and following up persistently but professionally.

· Experience with CRM software (Salesforce or Keap) and Microsoft Office.

· Ability to multitask in a fast-paced setting.

· A self-starter attitude with problem-solving skills.

What You Need

· 2 years of experience in client relations, appointment setting, or sales.

· Strong customer service orientation and a professional demeanor.

· Willingness to work 2-3 evenings per month at client events.

· Ability to lift 30 lbs and travel when needed

· Public speaking skills are a plus!

Perks & Benefits

· Competitive salary incentive program

· 401(k) with company matching

· Health, dental, and vision insurance

· Health savings account

· Paid time off

· Life insurance

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Ability to Commute:

• Salt Lake City, UT 84111 (Required)

Willingness to travel:

• 25% (Preferred)

Work Location: In person

Salary : $60,000 - $65,000