About the role
Account Coordinator
About the Role:
We’re looking for a motivated and proactive Account Coordinator to play a key role in growing our client base. In this role, you’ll be reaching out to potential clients, understanding their goals, and guiding them toward tailored financial solutions
Core Responsibilities * Conduct outbound outreach and respond to inbound inquiries from potential clients * Qualify leads and identify opportunities to present relevant services * Guide prospects through the initial stages of the sales cycle, including needs assessment and product recommendations * Support clients through onboarding and ensure a smooth handoff to internal service teams * Maintain accurate tracking of leads, calls, emails, and conversions in the CRM
Qualifications * High school diploma or college degree preferred * Experience in sales, business development, or client outreach a plus but not required * Strong communication and interpersonal skills * Self-motivated with a desire to meet and exceed performance goals
What We Offer * Competitive base salary plus performance-based bonuses and incentives. * Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. * Comprehensive training and sales enablement tools * A collaborative, team-driven culture that celebrates wins and supports growth