Client Relations & Appointment Specialist

Position: Client Relations Representative Location: Chesapeake, VA Job Type: Full-time FLSA Classification: Non-Exempt Who We Are At Retirement Income Source, a Sound Income Group company, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. 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 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 Industry Experience & Skills 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. Background and Education 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. Company-provided laptop and required technology. The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards. 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. #J-18808-Ljbffr Sound Income Group