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 for this financial firm, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. There is local travel involved for events in the Chesapeake, VA area.

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.

Must-Have Qualifications

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:

• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred
• 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.

Physical & Work Environment Requirements:

• Office-based role with travel to events as needed, occasional evening or Saturday coverage.
• Ability to work at a desk for extended periods and lift up to 10 pounds.

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

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person