Client Relations Representative - Chesapeake, VA

About the Role

Retirement Income Source, a Sound Income Group company, empowers clients through education‑driven financial planning. The firm follows a seven‑step process to help clients avoid common retirement pitfalls and align strategies with long‑term goals. The culture is collaborative, performance‑driven, and rooted in integrity, innovation, and service.

The Client Relations Representative (CRR) is a sales‑focused client relationship and business development role. As the first point of contact for prospective and existing clients, the CRR drives appointment generation, supports advisor growth initiatives, executes marketing events, assists with new client onboarding, and maintains consistent outreach activity that directly contributes to advisor production and firm growth.

Job Type: Full‑time
Location: Chesapeake, VA
FLSA Classification: Non‑Exempt

Key Responsibilities

• Sales Development & Appointment Setting
  • Conduct 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.
• Marketing & Event Execution (in partnership with Advisors and the Marketing Team)
  • Support planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.
  • Coordinate event logistics: 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 ROI.
• Operational Excellence
  • Maintain accurate client records and CRM data integrity.
  • Monitor and report on outreach activity and performance metrics to support business objectives.
  • Partner with Advisors and internal teams to ensure seamless client experiences.
  • Demonstrate accountability for individual performance goals and team success.

Requirements

• 2+ years of experience in client service, appointment setting, inside sales, customer success, business development, hospitality, or a client‑facing relationship management role.
• Strong organizational and time‑management skills; ability to manage multiple priorities in a fast‑paced environment.
• Exceptional attention to detail.
• Experience coordinating events, meetings, seminars, workshops, or client‑facing programs (preferred).
• Ability to work independently, maintain accountability for performance goals, and consistently follow through on commitments.
• Excellent verbal and written communication skills with a professional and confident presence.
• Willingness to work occasional evenings in support of workshops, seminars, and client events.
• Ability to travel locally as needed for events, workshops, and advisor support activities.
• CRM experience and proficiency in Microsoft Office Suite.
• Proficiency in calendar management to keep advisor schedules well‑organized.
• Reliable personal vehicle for local event travel (mileage reimbursed).
• 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 plus 10 NYSE company holidays per year
• 401(k) with company match program
• Company‑provided laptop and required technology

Schedule

Monday – Friday, 8:30 am – 5:00 pm. Occasional evenings for workshops, seminars, and client events; local travel as needed.