Client Relations Representative - Chesapeake, VA

Position Summary

This is a sales-focused client relationship and business development role, not a traditional administrative support position.

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
• Support the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.
• Cook up event logistics, including venue communication, RSVPs, attendee tracking, room setup, and marketing collateral.
• Aid with attendee registration, check-in, and event-day support.
• 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.
• 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.

Must-Have Qualifications

• Background and Education:
• 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 with the ability to manage multiple priorities in a fast-paced environment.
• Exceptional attention to detail, with strong organizational and time management abilities
• 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.
• Technology Expertise:
• CRM experience and proficiency in Microsoft Office Suite.
• Proficiency in calendar management, ensuring advisor schedules are well-organized.

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
• Company-provided laptop and required technology

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.