Account Sales Coordinator

Account Sales Coordinator

About the Role:

We’re looking for a motivated and proactive Account Sales 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.

• 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.

• 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.

• Competitive base salary plus performance‑based bonuses and incentives.
• Access to a comprehensive benefits package including medical, dental, vision, 401(k), and paid time off.
• Comprehensive training and sales enablement tools.
• A collaborative, team‑driven culture that celebrates wins and supports growth.