Sales Coordinator

Job overview

The Sales Coordinator role is listed in Dallas, TX, and is open only to candidates in the Dallas/Fort Worth/Austin area or New Jersey; the posting does not specify a remote arrangement. Compensation is $72,000–$78,000 per year. The coordinator supports The Entrust Group’s self-directed IRA sales organization and its account-administration services. The coordinator guides clients through account setup, activation, and funding while supporting Sales Executives and existing clients. The role coordinates referrals and leads, responds to inquiries, maintains accurate records, and works with Marketing and Operations to support sales goals and compliant service.

What you'll do

• Learn company products and services
• track and report business-partner referrals
• distribute leads
• help maintain accurate organizational systems and records
• respond to client inquiries by email, phone, and Zoom
• identify and communicate new business leads
• perform administrative tasks
• assist staff and partners
• coordinate with Marketing to improve joint sales processes
• attend trade shows and conferences as needed.

What we're looking for

Skills & competencies

sales coordinator

dallas tx area

entrust administration

self-directed iras

client onboarding

account setup

sales support

lead distribution

referral tracking

marketing coordination

$72k–$78k/year

travel for events

Work arrangement

• Weekend coverage required

Why this role

Non-commissioned sales position; owns client onboarding and account setup guidance; candidate location is restricted to the listed Texas region or New Jersey.

About the employer

Entrust Administration, Inc is hiring for this role. Industry: International, Secondary Market, and All Other Nondepository Credit Intermediation. Sector: 52.