Teams at Sound Income Group, LLC

The Client Relations Representative handles client service administration, appointment generation through events, and ensures a positive client experience. They engage with clients in person, by phone, and via email, manage calendars, and follow up on leads to convert them into booked consultations.

The New Business Operations Specialist manages the end-to-end processing of new business for financial products, ensuring accuracy and efficiency, while providing support to advisors and maintaining strong communication throughout the client onboarding process.

As a Client Relations Representative, you will engage clients, manage schedules, coordinate events, and drive appointment generation through effective client service and outreach.