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