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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.

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.

Requirements

• 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.

Skills

• Communication skills
• Interpersonal skills

Education Level

• High school diploma or college degree preferred

Salary/Compensations

• Competitive base salary plus performance-based bonuses and incentives.

Benefits

• 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.