Sales Coordinator

Entrust Administration, Inc; Oakland (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

The Entrust Group is seeking an ambitious sales-oriented professional to support Sales Executives and foster client relationships within the U.S. market. The role emphasizes service quality, industry knowledge, and collaboration with Marketing and Operations.

Responsibilities include responding to client inquiries, tracking referrals, and supporting account growth across multiple channels. Some travel to conferences is expected.

Qualifications

• Bachelor’s degree required.
• Two years of Salesforce experience required; three years of sales experience preferred.
• Two years of financial experience preferred.

Responsibilities

• Develop thorough understanding of all company products and services.
• Support Sales Executives in fostering relationships with clients and partners.
• Respond to inquiries via email, phone, and video calls professionally.
• Track referrals and assist in lead distribution and reporting.
• Coordinate with Marketing and Operations to meet sales goals.
• Attend conferences and trade shows to generate new business leads.
• Perform administrative duties to keep systems accurate and up to date.
• Travel as needed to support client engagements.

Skills

Verbal and written communication

Presentation skills

Client relationship building

Project management

Autonomy and teamwork

Learning agility

Travel willingness

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Salesforce

Zoom

Outlook

Job description

Please note that this position is for Internal candidates only.

Job Summary:

Are you passionate about retirement accounts, financial wellbeing, building relationships, and providing industry specific learning opportunities for clients? Do you have a background in sales or business development? If this sounds like you, we invite you to join our team of enthusiastic, self-directed retirement professionals.

Responsibilities include assisting Sales Executives in fostering successful relationships with existing and potential clients and business to business partners to generate new accounts while providing exceptional service to existing clients.

Effective communication is fundamental when addressing inquiries about company products, services, and both online & manual account applications. You will also work closely with the Marketing and Operations departments to meet company objectives and sales goals. All employees of The Entrust Group will adhere to industry and company policies to ensure compliance standards are met. Note: This is a non-commissioned sales position.

This position will report directly to the Sales Executive and work within the existing Sales organization to support all Sales Executives across each U.S. territory.

Duties and Responsibilities

Description:

• Develop thorough understanding of all company products and services
• Track and report on business partner referrals
• Lead distribution
• Contribute to the management of the organization`s systems to ensure things are completed and recorded accurately
• Respond to inquires made by clients in a timely and friendly manner via email, phone, Zoom
• Identify and communicate new business leads for the Sales organization
• Attend conferences in support of Sales Executive
• Perform administrative duties such as photocopying, faxing, scanning, mailing, and filing
• Contribute to the growth of the organization by providing required assistance to relevant staff and organization`s partners
• Work with the Marketing team to optimize Marketing and Sales’ joined efforts and processes

Required Skills/Abilities:

• Excellent verbal, written, and presentation skills
• Excel at building and maintaining rapport with clients
• Ambitious and demonstrates significant drive in everything you do
• Proficient in Microsoft Office Suite, Salesforce, Zoom, Outlook
• Ability to comfortably work on multiple projects at once, completing deadlines on schedule
• Comfortable working autonomously as well as partner closely with team members & other departments
• Stay up to date with new products & services
• Ability to learn and adapt quickly
• Willingness to travel - attend trade shows and conferences

Education and Experience:

• Bachelor’s degree
• Two years of financial experience preferred.
• Two years of Salesforce experience required.
• Three years of sales experience required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Able to stand and walk for a minimum of 3 hours in an eight-hour workday.
• Hand use: continuous keyboarding, frequent simple grasping, and occasional fine manipulation
• Occasional bending, reaching, and twisting (waist level)