Location: Fort Lauderdale – HQ
Schedule: M-F from 8:30am – 5pm (onsite)
At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.
The Creative Project Manager serves as the operational arm of the marketing department, overseeing project execution, resource planning, workflow strategy, and operational efficiency across an 18-person cross-functional team. This position exercises independent judgment in establishing priorities, allocating resources, developing scalable processes, and ensuring the successful delivery of marketing initiatives that support organizational objectives.
Traffic Management & Workflow Ownership
Own the daily trafficking of work across the in-house creative and marketing team, including graphic design, copywriting, video production, digital, web, and content. Review incoming project requests, clarify scope, gather requirements, and ensure projects are properly briefed prior to execution. Evaluate competing business priorities, resource availability, and project complexity to establish workflow priorities, allocate resources, and determine execution strategies across concurrent initiatives. Lead traffic meetings, monitor project progress, identify risks, and adjust timelines, assignments, and priorities as business needs evolve. Identify and manage compliance routing requirements, ensuring regulated materials follow the correct review process.Project Management
Develop and manage end-to-end project plans within ClickUp, defining scope, milestones, deliverables, owners, dependencies, timelines, and success criteria. Align cross-functional teams by facilitating project kickoffs, status meetings, reviews, and follow-up communications that drive accountability and project momentum. Evaluate project performance, identify operational risks, and implement mitigation strategies to ensure successful delivery and alignment with business priorities.Process Creation & Continuous Improvement
Own and continuously improve the department's project management infrastructure, including workflow architecture, intake processes, prioritization frameworks, automation, reporting, and resource planning. Develop standardized templates for recurring project types such as campaigns, events, video production, and advisor marketing collateral. Maintain and enhance dashboards, trackers, and reporting tools that provide visibility into project performance and team capacity. Identify workflow gaps and implement process improvements that enhance speed, clarity, consistency, and operational efficiency.Stakeholder Communication & Relationship Management
Work alongside the Client Success Liaison and Executive Assistant for project communication and delivery to internal departments, vendors, and advisor partners. Set clear expectations regarding timelines, scope, dependencies, revisions, and delivery schedules and translate incomplete or ambiguous requests into actionable project plans. Communicate with team members in-person and digitally (ClickUp, Teams) to flag and/or remove project roadblocks.Quality Assurance & Delivery
Ensure all deliverables complete required quality assurance, compliance, and approval workflows before release. Oversee coordination with internal teams and vendors to verify deliverables are accurate, on-brand, and production-ready. Manage final approvals and confirm delivery of completed marketing assets. Requirements:Must-Have QualificationsBackground and Education:
Bachelor’s degree in Marketing, Communications, Project Management, or a related field preferred.Minimum 3 years’ experience in marketing coordination, project management, or a marketing operations role within a creative agency or in-house marketing department.Demonstrated experience managing multiple concurrent projects across creative disciplines, including design, copy, video, digital, print, and web.Hands-on experience with project management platforms (ClickUp, Asana, Monday.com).Working knowledge of digital and print production workflows and asset handoff requirements.Experience routing marketing materials through compliance or legal review processes preferred.Project management certification is a plus.Skills and Competencies:
Exceptional organizational, prioritization, and time management skills with the ability to manage competing deadlines.Strong analytical and problem-solving skills with the ability to make sound operational decisions in a fast-paced environment.Strong process-building mindset with the ability to design and document workflows.Excellent written and verbal communication skills.Calm, solutions-oriented, and resilient in a fast-paced environment.Ability to influence and coordinate across teams without direct authority.Physical & Work Environment RequirementsAbility to work for extended periods at a desk using a computer.Ability to lift to 10 pounds if/when necessary.Routine use of telephone and email.Office-based role with potential travel to conferences, events, and satellite offices as needed.BenefitsWe’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
100% employer-covered medical benefits and HRA account Dental & vision plans Generous PTO + 10 NYSE company holidays per year 401K with company match programFree onsite parkingCompany-provided laptop and required technologyAccess to an on-site gym (free of charge)Weekly vehicle detailing (at additional cost)Sound Income Group is an E-Verify employer.
Sound Income Group 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.
Read Less POSITION: Business Development Specialist
Location: Fort Lauderdale – HQ
Schedule: M-F 8:30-5pm + Travel
FLSA Classification: Exempt
At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.
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.
The Business Development Specialist will primarily focus on driving outbound calling efforts to secure high-volume discovery meetings with financial advisors. This role requires consistent engagement with leads through targeted calling campaigns and digital outreach to generate new business opportunities. The ideal candidate will be results-oriented with exceptional communication skills, a competitive mindset, and a strategic approach to outreach and follow-up.
Industry Experience
Minimum of 2 years of outbound sales experience (preferred).Background and Experience:
2+ years of experience in outbound sales, business development, lead generation, or client acquisition roles. Proven success managing high-volume outbound activity and consistently driving pipeline growth through calls, email outreach, and follow-up cadence. Experience converting prospects into qualified opportunities, appointments, or closed business. Financial services, wealth management, insurance, or other highly relationship-driven sales experience preferred.Technology Expertise:
Microsoft Office Suite proficiencyExperience utilizing CRM platforms and sales enablement tools such as Salesforce, HubSpot, Kixie, or similar systems Physical & Work Environment RequirementsAbility to work for extended periods at a desk using a computer.Ability to lift 20 pounds if/when necessary.Routine use of telephone and email.Office-based role with potential travel to conferences, events, and satellite offices as needed.BenefitsWe’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
100% employer-covered medical benefits and HRA account Dental & vision plans Generous PTO + 10 NYSE company holidays per year 401K with company match programFree onsite parkingCompany-provided laptop and required technologyAccess to an on-site gym (free of charge)Weekly vehicle detailing (at additional cost)Sound Income Group 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.
Read LessPOSITION: Demand Generation Specialist (B2B + B2C)
Location: Fort Lauderdale – HQ
Onsite Position (Monday - Friday 8:30am to 5pm)
FLSA Classification: Exempt
At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.
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.
We are hiring two Demand Generation Specialists who will be responsible for driving revenue growth by developing and executing high-impact lead generation campaigns. This role is critical in attracting qualified leads for our company and the independent financial advisors we serve.
Ideal candidates will have experience in the financial services sector, specifically with FMOs, RIAs, or Independent Financial Advisors, or similar professional environments. You will combine creative thinking with data-driven insights to design and optimize multi-channel campaigns that connect both advisors and their clients
Strategy Development
Conduct market research to better understand buyer needs, audience segments, and emerging trends.Develop and refine demand generation strategies that support quality lead growth.Monitor industry trends, competitor activity, and audience preferences to inform campaign planning.Campaign Creation & Execution
Plan and execute multi-channel marketing campaigns, including content marketing, social media, webinars, email, and event/trade show support.Create messaging that resonates with financial advisors and pre-retiree/retiree audiences, while maintaining a professional and engaging tone.Collaborate with internal teams to ensure campaigns are aligned, consistent, and timely.Performance Analysis
Track, measure, and evaluate campaign performance against established goals.Use data and reporting to identify opportunities to improve engagement, lead quality, and ROI.Share insights and recommendations that support continuous improvement.Sales Collaboration
Partner with sales teams to support lead quality and smooth handoff.Align on goals, performance expectations, and success metrics.Support open communication between teams to help create a strong lead pipeline.Marketing Technology Management
Use marketing automation tools, CRM systems, and social media platforms to support and scale campaigns.Help streamline workflows and improve the efficiency of campaign execution.Stay current on tools and technologies that support strong demand generation results.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.
Requirements:RequirementsBackground and Education:
Minimum 3 years of experience in financial services marketing, with a focus on demand generation.Background in B2B and B2C campaign development.Bachelor’s degree in marketing, business, communications, or related field preferred but not requiredExperience optimizingBackground and Education
Minimum 3 years of experience in demand generation, lead generation, digital marketing, or related marketing roles.Experience in B2B and B2C campaign development.Experience in financial services is preferred, though strong experience in a professional, client-focused environment will also be considered.Bachelor’s degree in marketing, business, communications, or a related field preferred, but not required.Experience with Meta Ads, Google Ads, HubSpot Inbound Marketing, YouTube, or similar tools.Regulatory Awareness
Familiarity with SEC or FINRA guidelines is a plus, but not required.We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
100% employer-covered medical benefits and HRA accountDental & vision plansGenerous PTO + 10 NYSE company holidays per year401(k) with company match programFree onsite parkingCompany-provided laptop and required technologyAccess to an on-site gym free of chargeSound Income Group is an E-Verify employer.
Sound Income Group 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.
Read LessPOSITION: Client Relations Representative
Location: Indianapolis, IN
Schedule: M-F 8:30-5pm + Local Travel
FLSA Classification: Non-Exempt
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.
This is a sales-focused client relationship and business development role, not a traditional administrative support position.
The Client Relations Representative (CRR) serves as the first point of contact for prospective and existing clients while driving appointment generation, supporting advisor growth initiatives, and creating an exceptional client experience. This role is responsible for converting warm leads into qualified appointments, executing marketing events, supporting new client onboarding, and maintaining consistent outreach activity that contributes directly to advisor production and firm growth.
Success in this role is measured through appointment generation, client engagement, event execution, outreach activity, and overall contribution to advisor and business growth.
Sales Development & Appointment Setting
Approximately 70% of this role is phone-based client outreach and relationship-building activity.
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 the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.Coordinate event logistics, including 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 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. Requirements:Must-Have QualificationsBackground 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 abilitiesExperience 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. Physical & Work Environment RequirementsReliable personal vehicle for local in-market 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.BenefitsWe’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
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 programCompany-provided laptop and required technologyThe 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.
Read LessPOSITION: Client Relations Representative
Job Type: Full-time
Schedule: M-F 8:30-5pm + Local Travel
FLSA Classification: Non-Exempt
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.
This is a sales-focused client relationship and business development role, not a traditional administrative support position.
The Client Relations Representative (CRR) serves as the first point of contact for prospective and existing clients while driving appointment generation, supporting advisor growth initiatives, and creating an exceptional client experience. This role is responsible for converting warm leads into qualified appointments, executing marketing events, supporting new client onboarding, and maintaining consistent outreach activity that contributes directly to advisor production and firm growth.
Success in this role is measured through appointment generation, client engagement, event execution, outreach activity, and overall contribution to advisor and business growth.
Sales Development & Appointment Setting
Approximately 70% of this role is phone-based client outreach and relationship-building activity.
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 the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.Coordinate event logistics, including 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 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.Requirements:Must-Have QualificationsBackground 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 abilitiesExperience 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.Physical & Work Environment RequirementsLocal travel within the Denver market for seminar event coverage. 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.BenefitsWe’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
100% employer-covered medical benefits and HRA accountDental & vision plansShort and long-term disability insurancePTO + 10 NYSE company holidays per year401K with company match programCompany-provided laptop and required technologyThe 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.
Read LessPOSITION: Client Relations Representative
Location: Chesapeake, VA
Schedule: M-F 8:30am - 5pm + Local Travel
FLSA Classification: Non-Exempt
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 SummaryThis is a sales-focused client relationship and business development role, not a traditional administrative support position.
The Client Relations Representative (CRR) serves as the first point of contact for prospective and existing clients while driving appointment generation, supporting advisor growth initiatives, and creating an exceptional client experience. This role is responsible for converting warm leads into qualified appointments, executing marketing events, supporting new client onboarding, and maintaining consistent outreach activity that contributes directly to advisor production and firm growth.
Success in this role is measured through appointment generation, client engagement, event execution, outreach activity, and overall contribution to advisor and business growth.
Sales Development & Appointment Setting
Approximately 70% of this role is phone-based client outreach and relationship-building activity.
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 the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.Coordinate event logistics, including 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 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.Requirements:Must-Have QualificationsBackground 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 abilitiesExperience 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.Physical & Work Environment RequirementsReliable 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.BenefitsWe’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
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 programCompany-provided laptop and required technologyRetirement 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.
Read LessPOSITION: Client Relations Representative
Location: Omaha, Nebraska
Schedule: M-F 8:30- 5 PM + Local Travel
FLSA Classification: Non-Exempt
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 SummaryThis is a sales-focused client relationship and business development role, not a traditional administrative support position.
The Client Relations Representative (CRR) serves as the first point of contact for prospective and existing clients while driving appointment generation, supporting advisor growth initiatives, and creating an exceptional client experience. This role is responsible for converting warm leads into qualified appointments, executing marketing events, supporting new client onboarding, and maintaining consistent outreach activity that contributes directly to advisor production and firm growth.
Success in this role is measured through appointment generation, client engagement, event execution, outreach activity, and overall contribution to advisor and business growth.
Sales Development & Appointment Setting
Approximately 70% of this role is phone-based client outreach and relationship-building activity.
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 the planning and execution of workshops, seminars, client appreciation events, and community outreach initiatives.Coordinate event logistics, including 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 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.Requirements:Must-Have QualificationsBackground 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 abilitiesExperience 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.Physical & Work Environment Requirements Local travel within the Omaha market for seminar event coverage. 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.BenefitsWe’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:
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 programFree onsite parkingCompany-provided laptop and required technologyRetirement 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.
Read Less