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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
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