Client Relations Representative

Job overview

The Client Relations Representative works in an office-based role in Chesapeake, VA, with a Monday–Friday schedule of 8:30 AM–5:00 PM and local travel for events and advisor support. Compensation is not specified. The role supports Retirement Income Source, a Sound Income Group company, which provides education-driven financial planning. The representative conducts client outreach, converts warm leads into qualified appointments, supports marketing events, and assists with onboarding. These activities contribute to advisor production, client engagement, and firm growth.

What you'll do

• Conduct outbound follow-up with workshop attendees, seminar leads, marketing inquiries, referrals, and existing clients
• generate and schedule qualified advisor appointments
• re-engage inactive prospects and no-shows
• maintain follow-up cadences
• document interactions in CRM
• track outreach and conversion metrics
• support workshops, seminars, appreciation events, and community outreach
• coordinate event logistics and attendee follow-up
• maintain accurate client records and CRM data.

What we're looking for

Skills & competencies

client relations representative

chesapeake va

sound income group

retirement income source

client outreach

appointment setting

financial planning

crm

marketing events

local travel

monday–friday

8:30 am–5:00 pm

Work arrangement

• Weekend coverage required

Benefits & perks

• 100% employer-covered medical benefits and HRA
• dental and vision plans
• short- and long-term disability insurance
• PTO
• 10 NYSE company holidays
• 401(k) with company match
• company-provided laptop and required technology.

Why this role

Approximately 70% of the role is phone-based outreach. Requires 2+ years in client service, appointment setting, inside sales, customer success, business development, hospitality, or a client-facing relationship role. Occasional evening work and local travel are required; a reliable personal vehicle is required, with mileage reimbursed.

About the employer

Sound Income Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.