Director of First Impressions
Retirement Solutions Group (RSG) | Full-Time
Are you a natural leader with a passion for client experience and a knack for turning prospects into loyal clients? Retirement Solutions Group is looking for a Director of First Impressions to lead our client experience efforts and manage a team dedicated to making every interaction exceptional. If you have outstanding presence, sharp leadership instincts, and a drive to deliver a client experience that's second to none, we want to meet you.
About the Role
As our Director of First Impressions, you'll lead our team of Ambassadors of First Impressions while owning the client experience from first contact through ongoing relationship. Reporting to the Chief Sales and Strategy Officer (with indirect reporting to our CEO and COO), your day-to-day will include:
- Leading, training, and supervising the Ambassadors of First Impressions team, with minimal need for oversight on projects and deadlines
- Ensuring prospective and current client office visits are scheduled appropriately, reminders are sent, and follow-up occurs on outstanding attendance
- Partnering closely with the Director of Marketing as leads transition into prospects and then clients
- Following up with clients to recover "no-shows" at events and office visits
- Communicating action plans and deadlines to the CEO and CSSO in a timely manner
- Owning the client experience — creating a warm, clean, inviting environment customized to each client
- Answering phones promptly and using good judgment to prioritize message distribution
- Preparing meeting materials and assisting with PowerPoint presentation development
- Managing office supply inventory and placing replenishment orders
- Recording and archiving meeting minutes
- Managing databases and office software programs
- Performing general clerical duties — copying, scanning, filing, faxing, and mail processing/distribution
- Maintaining Outlook calendars and confirming client visits
- Coordinating meetings and conference calls as needed
- Supporting other duties and projects as assigned
What We're Looking For
- Outstanding personal appearance and professionalism
- Extreme punctuality and reliability
- A great attitude with a genuine willingness to go above and beyond for clients
- Proven ability to lead teams at a highly successful level
- Outstanding critical thinking and problem-solving skills
- Outstanding client service skills
- Strong attention to detail and excellent organizational skills
- Strong communication skills
- Self-motivation with the ability to prioritize and follow through on tasks
- Ability to multi-task in a fast-paced, deadline-driven environment
- Ability to work Monday–Friday, standard business hours, with occasional evenings/weekends for client events (approximately 2–3 times per year)
Requirements
- Bachelor's degree preferred
- 5+ years of marketing experience with incrementally increasing responsibility
- Proficiency in Microsoft Office
- Demonstrated ability to lead and develop a team
Why Join RSG?
We invest in our team members with a comprehensive benefits package and a genuine commitment to professional growth, including:
Health & Wellness
- Subsidized health insurance
- Dental insurance
- Vision insurance
- Accident/hospital insurance
- Health savings account (HSA)
- Flexible spending account (FSA)
- Employee assistance program
Financial & Retirement
- 401(k) with company match
- Company-paid life insurance
- Identity theft insurance
- Legal insurance
- Quarterly bonus program
- Monthly lead bonus program
- Client referral bonus program
- New employee referral bonus program
Work-Life Balance
- Generous paid time off
- Flexible break and lunch times
- Pet insurance
- Complimentary PTO for events worked outside normal business hours
- Paid volunteerism during work hours
Growth & Culture
- Paid training
- Individual professional development and ongoing education (Strategic Partner Conferences, continuing education, leadership development)
- Regularly scheduled team building and professional development events
- Annual team trip incentive
- Quarterly charity drive (RSG Cares)
- Upscale work environment
If you're ready to lead a team that sets the tone for an exceptional client experience — and grow your career with a company that invests in you — we'd love to hear from you. Apply today!
Retirement Solutions Group is an equal opportunity employer.
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Work Location: In person
