Client Relations & Growth Specialist

Sound Income Group LLC; Chesapeake (VA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

Disability insurance

PTO + holidays

401K with company match

Company laptop

Job summary

Retirement Income Source seeks a Client Relations Representative in Chesapeake, VA. This is a sales-focused, relationship-building role focused on converting warm leads, scheduling appointments, and supporting advisor growth.

You will participate in workshops, events, and customer onboarding while maintaining proactive outreach. The role emphasizes building trust through professional conversations, documenting client interactions in CRM, and contributing to overall firm growth with a

Qualifications

• Experience in client service or inside sales with a consultative approach.
• Strong organizational skills and ability to manage multiple priorities.
• Experience coordinating events, meetings, seminars or client programs.
• Excellent verbal and written communication with professional presence.
• Willingness to work evenings for workshops and events, and travel locally.

Responsibilities

• Sales development and appointment setting via outbound outreach.
• Generate qualified appointments for Advisors and re-engage leads.
• Support marketing events and client onboarding activities.
• Maintain CRM records, track outreach metrics, and report results.
• Collaborate with Advisors to grow client engagement and business.

Skills

Client relationships

Appointment setting

Inside sales

Event coordination

Travel locally

Communication skills

Education

2+ years in client service / inside sales

Tools

CRM experience

Microsoft Office

Calendar management

Job description

Retirement Income Source seeks a Client Relations Representative in Chesapeake, VA. This is a sales-focused, relationship-building role focused on converting warm leads, scheduling appointments, and supporting advisor growth.

You will participate in workshops, events, and customer onboarding while maintaining proactive outreach. The role emphasizes building trust through professional conversations, documenting client interactions in CRM, and contributing to overall firm growth with a