Sound Income Group
Client Relations Representative - Chesapeake, VA
Sound Income Group, Chesapeake, Virginia, United States, 23322
Client Relations Representative – Chesapeake, VA
Sound Income Group invites you to join as a Client Relations Representative in our Chesapeake, VA office. This full‑time, non‑exempt role blends client service administration, inside sales, and event coordination to drive appointment generation and enhance client experience.
Location Chesapeake, VAKey Responsibilities
Greet and engage clients and prospects professionally in person, on the phone, and via email.
Coordinate onboarding for new clients and prepare materials for Advisor meetings.
Manage and optimize advisor calendars to ensure efficiency.
Respond to inquiries and route to the appropriate team member.
Maintain a professional and welcoming reception and meeting space.
Handle client and prospect information confidentially and in compliance with policies.
Spend approximately 70% of the day building relationships with new and existing clients on the phone.
Attend in‑person workshops, seminars, and community events to generate new appointments.
Plan and execute public‑facing marketing event logistics: scout locations, track RSVPs, check‑ins, and provide marketing collateral.
Conduct same‑day or next‑day follow‑up with attendees and no‑shows to convert them into booked consultations.
Make sufficient outbound calls each week to secure a minimum of 6 first‑time kept advisor appointments.
Maintain consistent follow‑up until leads are scheduled, declined, or disqualified.
Reactivate dormant leads and no‑shows with targeted outreach.
Track and report on metrics: outreach activity, appointments set, show rates, and conversions.
Log all activity and lead status updates in CRM on the same day.
Requirements
1–3 years of outbound sales experience with proven success in appointment setting or lead conversion.
High school diploma required; associate or bachelor’s degree preferred.
Exceptional attention to detail, with strong organizational and time‑management abilities.
Proficiency in Microsoft Office Suite and calendar management.
CRM experience and proficiency in Microsoft Office Suite.
Strong communication skills and confidence in engaging prospects at events and over the phone.
Physical ability to support overnight trips or Saturday coverage for seminars and events.
Must be authorized to work in the U.S. without sponsorship.
Benefits
100% employer‑covered medical benefits and HRA account.
Dental & vision plans.
Short‑term and long‑term disability insurance.
PTO plus 10 NYSE company holidays per year.
401K with company match program.
Company‑provided laptop and required technology.
Equal Opportunity Employment Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws. Our hiring decisions are based solely on merit, qualifications, and business needs.
Retirement Income Source is an E‑Verify employer.
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Location Chesapeake, VAKey Responsibilities
Greet and engage clients and prospects professionally in person, on the phone, and via email.
Coordinate onboarding for new clients and prepare materials for Advisor meetings.
Manage and optimize advisor calendars to ensure efficiency.
Respond to inquiries and route to the appropriate team member.
Maintain a professional and welcoming reception and meeting space.
Handle client and prospect information confidentially and in compliance with policies.
Spend approximately 70% of the day building relationships with new and existing clients on the phone.
Attend in‑person workshops, seminars, and community events to generate new appointments.
Plan and execute public‑facing marketing event logistics: scout locations, track RSVPs, check‑ins, and provide marketing collateral.
Conduct same‑day or next‑day follow‑up with attendees and no‑shows to convert them into booked consultations.
Make sufficient outbound calls each week to secure a minimum of 6 first‑time kept advisor appointments.
Maintain consistent follow‑up until leads are scheduled, declined, or disqualified.
Reactivate dormant leads and no‑shows with targeted outreach.
Track and report on metrics: outreach activity, appointments set, show rates, and conversions.
Log all activity and lead status updates in CRM on the same day.
Requirements
1–3 years of outbound sales experience with proven success in appointment setting or lead conversion.
High school diploma required; associate or bachelor’s degree preferred.
Exceptional attention to detail, with strong organizational and time‑management abilities.
Proficiency in Microsoft Office Suite and calendar management.
CRM experience and proficiency in Microsoft Office Suite.
Strong communication skills and confidence in engaging prospects at events and over the phone.
Physical ability to support overnight trips or Saturday coverage for seminars and events.
Must be authorized to work in the U.S. without sponsorship.
Benefits
100% employer‑covered medical benefits and HRA account.
Dental & vision plans.
Short‑term and long‑term disability insurance.
PTO plus 10 NYSE company holidays per year.
401K with company match program.
Company‑provided laptop and required technology.
Equal Opportunity Employment Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws. Our hiring decisions are based solely on merit, qualifications, and business needs.
Retirement Income Source is an E‑Verify employer.
#J-18808-Ljbffr