Account Coordinator
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 ResponsibilitiesConduct 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
QualificationsHigh 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 OfferCompetitive 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
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 ResponsibilitiesConduct 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
QualificationsHigh 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 OfferCompetitive 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