Teams at Sound Income Group, LLC

Serve as first point of contact for clients and prospects, combining client service administration with inside sales and event coordination. Manage onboarding, advisor calendars, CRM logging, and conduct extensive outbound calling and event follow-up to generate appointments and reactivate leads.

The Client Relations Representative engages clients through service administration and sales, driving appointment generation and maintaining client relationships.

Lead WordPress full-stack development: architect, build, and maintain custom themes/plugins; implement responsive front-ends; integrate third-party APIs and CRMs; manage staging/production workflows; monitor security and performance; troubleshoot complex issues; and collaborate with marketing and design to align digital properties with business goals.