Client Relations & Growth Specialist

Sound Income Group LLC; Virginia Beach (VA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision

Disability insurance

PTO + 10 holidays

401K with company match

Company laptop

Job summary

Retirement Income Source in Chesapeake, VA is seeking a Client Relations Representative to serve as the first contact for prospects and clients, driving appointment generation and onboarding with advisors. This sales-focused role emphasizes building relationships, marketing events, and supporting growth.

The ideal candidate has 2+ years in client service or inside sales, strong communication, CRM proficiency, and willingness to travel for local events; full-time, on-site, M-F with occasional

Qualifications

• 2+ years of experience in client service or related role.
• Strong organizational and time-management skills.
• Excellent verbal and written communication.
• Willingness to work evenings for workshops.
• Ability to travel locally for events.
• Authorized to work in the U.S. without sponsorship.
• CRM experience and proficiency in Microsoft Office Suite.

Responsibilities

• Outbound follow-up with workshop attendees, seminar leads, marketing inquiries, referrals, and existing clients.
• Generate and schedule qualified appointments for Advisors.
• Re-engage inactive prospects, dormant leads, and appointment no-shows.
• Maintain consistent follow-up cadences until prospects are booked, declined, or disqualified.
• Build rapport and establish trust through professional, consultative conversations.
• Accurately document all client interactions and activity within CRM systems.
• Track and report key performance metrics, including outreach volume, appointments scheduled, kept appointments, and conversion outcomes.
• Collaborate with Advisors to identify opportunities for increased client engagement and business development.
• Support the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.
• Coordinate event logistics, including venue communication, RSVPs, attendee tracking, room setup, and marketing collateral.
• Assist with attendee registration, check-in, and event-day support.
• Conduct same-day or next-day follow-up with attendees and no-shows to maximize appointment conversion opportunities.
• Represent the firm professionally at public-facing events and engage with prospective clients.
• Provide event feedback, attendance reporting, and recommendations for improving event effectiveness and return on investment.

Skills

Client service

Appointment setting

Inside sales

Business development

Tools

CRM experience

Microsoft Office Suite

Job description

Retirement Income Source in Chesapeake, VA is seeking a Client Relations Representative to serve as the first contact for prospects and clients, driving appointment generation and onboarding with advisors. This sales-focused role emphasizes building relationships, marketing events, and supporting growth.

The ideal candidate has 2+ years in client service or inside sales, strong communication, CRM proficiency, and willingness to travel for local events; full-time, on-site, M-F with occasional