Client Relations Representative - Chesapeake, VA at Hiring

Retirement Income Source is hiring a Client Relations Representative in Chesapeake, Virginia, for a Monday-through-Friday, 8:30 a.m. to 5 p.m. schedule with local travel. The role is sales-focused and serves as the first point of contact for prospective and existing clients, generating qualified appointments, supporting advisor growth, coordinating workshops and seminars, onboarding new clients, maintaining CRM records, and tracking performance metrics. The position requires at least two years of client-facing experience, CRM and Microsoft Office proficiency, local travel, and authorization to work in the United States without sponsorship.