Client Relations & Growth Specialist

Sound Income Group; Omaha (NE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

100% employer-covered medical benefits

401K with company match

PTO + company holidays

Job summary

Sound Income Group is seeking a Client Relations Representative based in Omaha, Nebraska. This role is centered on client outreach and sales development, focusing on converting leads into qualified appointments while providing exceptional service. Candidates must have over 2 years of relevant experience in client service roles and excellent organizational skills. The opportunity includes a comprehensive benefits package, including medical and retirement plans.

In addition to client interactions, this position involves coordinating events and marketing efforts to enhance advisor productivity and client engagement. Join a collaborative environment that values integrity and innovation.

Qualifications

• 2+ years of experience in a client-facing relationship management role.
• Strong organizational and time-management skills.
• Excellent verbal and written communication skills.

Responsibilities

• Drive appointment generation and support advisor growth.
• Conduct outbound follow-up with leads and clients.
• Support planning and executing events and marketing initiatives.

Skills

Client service experience

Organizational skills

Communication skills

Event coordination

Education

2+ years in related roles

Tools

CRM systems

Microsoft Office Suite

Job description

Sound Income Group is seeking a Client Relations Representative based in Omaha, Nebraska. This role is centered on client outreach and sales development, focusing on converting leads into qualified appointments while providing exceptional service. Candidates must have over 2 years of relevant experience in client service roles and excellent organizational skills. The opportunity includes a comprehensive benefits package, including medical and retirement plans.

In addition to client interactions, this position involves coordinating events and marketing efforts to enhance advisor productivity and client engagement. Join a collaborative environment that values integrity and innovation.