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 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