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

• A 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