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Income Development Jobs in Norwich, CT (NOW HIRING)

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Income Development information

What is income development?

Income development refers to the strategies and activities involved in increasing an organization's revenue, often through fundraising, partnerships, sponsorships, or grant acquisition. Professionals in income development work to identify new funding opportunities, cultivate relationships with donors or partners, and implement campaigns to grow financial support. This role is common in non-profit organizations, charities, and some businesses focused on sustainability and growth. Success in income development helps ensure the long-term financial stability and impact of an organization.

What are some common challenges faced by professionals in Income Development roles, and how can they be addressed?

Professionals in Income Development often encounter challenges such as identifying sustainable funding sources, building long-term donor relationships, and meeting ambitious fundraising targets. To address these, it’s important to stay updated on industry trends, utilize data-driven strategies for outreach, and collaborate closely with marketing and program teams. Strong communication and adaptability are key, as well as ongoing professional development to stay effective in a dynamic fundraising landscape.

What are the key skills and qualifications needed to thrive in Income Development, and why are they important?

To excel in Income Development, you need strong fundraising, relationship-building, and strategic planning skills, often supported by a background in business, marketing, or nonprofit management. Familiarity with donor management systems, CRM software, and fundraising platforms is typically required. Outstanding communication, networking abilities, and creativity help professionals stand out in engaging donors and stakeholders. These skills are crucial for securing financial resources, building sustainable partnerships, and driving organizational growth.

What is the difference between Income Development vs Fundraising Coordinator?

AspectIncome DevelopmentFundraising Coordinator
Primary FocusGenerating revenue through various income streamsOrganizing and supporting fundraising events and campaigns
Required CredentialsTypically a bachelor’s degree; experience in sales, marketing, or developmentOften a bachelor’s degree; experience in event planning or donor relations
Work EnvironmentNonprofits, educational institutions, or corporate sectorsNonprofits, charities, or community organizations
Employer UsageUsed by organizations aiming to diversify income sourcesUsed by organizations focusing on specific fundraising activities

Income Development involves broad strategies to increase overall revenue, including grants, sponsorships, and sales, while Fundraising Coordinator focuses on executing specific fundraising events and campaigns. Both roles are essential in nonprofit sectors but differ in scope and responsibilities.

What cities near Norwich, CT are hiring for Income Development jobs?

Cities near Norwich, CT with the most Income Development job openings:

Income Development jobs near you

Client Service Advisor

Retirement Income Source

Westbrook, CT • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

Job Type
Full-time
Description
POSITION: Client Service Advisor
Location: Westbrook, CT
FLSA Classification: Exempt
Who We Are
At Retirement Income Source SFG, 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 Summary
The Client Service Advisor is a relationship-driven professional responsible for expanding client engagement and contributing to the firm's revenue growth. This role blends financial consulting with proactive business development by nurturing existing client relationships and identifying new opportunities to onboard prospective clients. The ideal candidate possesses a strong foundation in financial services, exceptional interpersonal skills, and the ability to match client needs with tailored financial solutions. By leveraging the firm's established expertise and resources, the Client Service Advisor plays a critical role in delivering value to clients while advancing the firm's business goals.
Key Responsibilities
• Analyze current client portfolios to identify opportunities for cross-selling and up-selling additional financial products and services
• Develop and execute personalized strategies to deepen relationships with existing clients and drive retention
• Proactively engage in marketing and outreach efforts to attract new clients through networking, referrals, and campaigns
• Conduct consultative meetings with prospects to assess financial goals and recommend tailored solutions
• Guide new clients through the onboarding process, ensuring a seamless and professional experience
• Meet or exceed individual sales goals and revenue targets through new business development and client expansion
• Maintain accurate and detailed records of client interactions, activity tracking, and progress toward goals
• Collaborate with internal teams to coordinate service delivery and ensure consistent, high-quality client experience
Benefits
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 account • Dental & vision plans • Short and long-term disability insurance • PTO + 10 NYSE company holidays per year • 401K with company match program• Free onsite parking• Company-provided laptop and required technology
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
Must-Have Qualifications
Background and Education:
• Bachelor's degree in Finance, Business, or a related field preferred
• Proven experience in financial services, client relationship management, or advisory roles
• Demonstrated success in sales, client acquisition, or revenue-generating positions
Technology Expertise:
• Proficiency with CRM systems (e.g., Salesforce) and financial planning software
• Comfortable using virtual meeting platforms and digital communication tools
• Strong knowledge of Microsoft Office Suite, particularly Excel and Outlook
Regulatory Awareness:
• Active Series 65 license or combination of Series 7 and 66 required
• Understanding of fiduciary responsibilities and compliance with SEC/FINRA regulations
• Commitment to maintaining continuing education and staying informed on industry regulations
Physical & Work Environment Requirements
• Ability to work for extended periods at a desk using a computer.
• Ability to lift up 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.
Retirement Income Source SFG is an E-Verify employer.
Retirement Income Source SFG 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.

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