Sound Income Group
Client Relations Representative - Omaha , Sound Income Group (Retirement Income Source)
Job Type: Full-time
Location: Omaha, Nebraska
Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow‑up.
Key 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 or route to the appropriate team member.
Maintain a professional and welcoming reception and meeting space.
Ensure all client and prospect information is handled confidentially and in compliance with policies.
Spend approximately 70% of the day on the phone building relationships with new and existing clients.
Sales, Events & Appointment Setting
Attend in‑person workshops, seminars, and community events; engage attendees to generate new appointments.
Plan and execute public‑facing marketing event logistics: scout and book locations, track RSVPs, check‑ins, room setup, and 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 six 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 Must‑Have Qualifications
1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion
Ability to multitask and prioritize effectively in a fast‑paced, client‑centric environment
Exceptional attention to detail, with strong organizational and time‑management abilities
Industry Experience & Skills
High school diploma required; associate or bachelor’s degree is preferred but not required
Proven sales experience with a consistent track record of meeting or exceeding goals
Strong communication skills and confidence in engaging prospects at events and over the phone
Technology Expertise
CRM experience and proficiency in Microsoft Office Suite
Proficiency in calendar management, ensuring advisor schedules are well‑organized
Physical & Work Environment Requirements
Ability to support overnight trips or Saturday coverage for seminars and events
Must be authorized to work in the U.S. without sponsorship
Office‑based role with routine use of telephone and email
Ability to work at a desk for extended periods and lift up to 10 pounds
Benefits
100% employer‑covered medical benefits and HRA account
Dental & vision plans
Short and long‑term disability insurance
PTO + 10 NYSE company holidays per year
401K with company match program
Free onsite parking
Company‑provided laptop and required technology
Salary Description: OTE: $80‑100K
Retirement Income Source is an E‑Verify employer.
Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.
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Job Type: Full-time
Location: Omaha, Nebraska
Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects, you will ensure a positive experience while driving appointment generation through events and warm lead follow‑up.
Key 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 or route to the appropriate team member.
Maintain a professional and welcoming reception and meeting space.
Ensure all client and prospect information is handled confidentially and in compliance with policies.
Spend approximately 70% of the day on the phone building relationships with new and existing clients.
Sales, Events & Appointment Setting
Attend in‑person workshops, seminars, and community events; engage attendees to generate new appointments.
Plan and execute public‑facing marketing event logistics: scout and book locations, track RSVPs, check‑ins, room setup, and 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 six 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 Must‑Have Qualifications
1–3 years of experience making outbound sales calls, with proven success in appointment setting or lead conversion
Ability to multitask and prioritize effectively in a fast‑paced, client‑centric environment
Exceptional attention to detail, with strong organizational and time‑management abilities
Industry Experience & Skills
High school diploma required; associate or bachelor’s degree is preferred but not required
Proven sales experience with a consistent track record of meeting or exceeding goals
Strong communication skills and confidence in engaging prospects at events and over the phone
Technology Expertise
CRM experience and proficiency in Microsoft Office Suite
Proficiency in calendar management, ensuring advisor schedules are well‑organized
Physical & Work Environment Requirements
Ability to support overnight trips or Saturday coverage for seminars and events
Must be authorized to work in the U.S. without sponsorship
Office‑based role with routine use of telephone and email
Ability to work at a desk for extended periods and lift up to 10 pounds
Benefits
100% employer‑covered medical benefits and HRA account
Dental & vision plans
Short and long‑term disability insurance
PTO + 10 NYSE company holidays per year
401K with company match program
Free onsite parking
Company‑provided laptop and required technology
Salary Description: OTE: $80‑100K
Retirement Income Source is an E‑Verify employer.
Retirement Income Source is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.
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