Virtual Sales Assistant

Lincoln Investment; Fort Washington (Montgomery County); On-site; USD 45,000 - 65,000; Full time

Job summary

Lincoln Investment, Fort Washington, PA, seeks a Virtual Sales Assistant to service financial advisors and their clients on non-solicited business; process new business, paperwork, and client requests. You will liaise with internal teams, coordinate advisor meetings, and assist with financial plan preparation.

The role requires strong customer service, excellent communication, and solid organizational skills, with experience using CRMs such as Salesforce or Redtail.

Qualifications

• Customer service experience required
• 2-5 years of experience in a financial sales assistant position preferred
• Series 6/7 preferred but not required
• Bachelor's degree or relevant industry experience preferred but not required

Responsibilities

• Point of contact for assigned advisors' clients with non-solicited business requests, providing prompt, efficient, and courteous service
• Prepare and submit all paperwork including account opening applications, transfer forms, etc. for client meetings with advisor
• Process financial and non-financial requests
• Mailings - at advisor's request run reports, create mailing lists, produce letters, mail, or email to clients
• Follow up on outstanding requests (e.g., transfers, withdrawals, death claims)
• Status Action Items - assist advisors in resolving issues
• Support assigned advisors with the preparation and development of financial plans
• Under direction from advisor, contact and work directly with clients and prospective clients to gather necessary financial information to prepare financial plans
• Support financial advisors' current clients through the annual review process by making and confirming appointments
• Responsible for managing the on-going client review meeting process which includes keeping the financial advisor's calendar, setting meetings
• Provide general support to assigned advisors and/or teams
• Assist in marketing sponsored events to appropriate clients
• Multi-task and prioritize under pressure
• Gathering and compiling data and information for reporting purposes
• Other job duties as assigned

Skills

Customer service

Relationship management

Problem solving

Organization

Communication (written)

Education

Series 6/7

Bachelor's degree or related experience

2-5 years financial sales assistant experience

Tools

Microsoft Office

Salesforce

Redtail

Job description

Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success.

Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.

Basic Function:

Under general supervision by Lincoln's Manager VSA and direction from their assigned advisors, the Virtual Sales Assistant will provide service to financial advisors and their clients on non-solicited business; process new business, financial/non-financial orders. This individual uses advanced knowledge, and skills obtained through experience and/or training to provide general support to assigned advisors and/or teams.

• Maintains direct contact with assigned financial advisors to facilitate meetings, conference calls and deliver written research.
• Acts as liaison between various inter-departmental administrators.
• Maintains a high level of organization in a sometimes fast-paced environment to coordinate sales schedules/travel, marketing trips, client meetings and general office management.
• Regular contact with internal and external customers is required to obtain, clarify, or provide facts and information.
• May lead the work of others and provide training, coaching, and mentoring to less experienced associates.
• May perform various sales related duties as directed with supervision.

Responsibilities:

• Point of contact for assigned advisors' clients with non-solicited business requests, providing prompt, efficient, and courteous service
• Prepare and submit all paperwork including account opening applications, transfer forms, etc. for client meetings with advisor
• Process financial and non-financial requests
• Mailings - at advisor's request run reports, create mailing lists, produce letters, mail, or email to clients
• Follow up on outstanding requests (e.g., transfers, withdrawals, death claims)
• Status Action Items - assist advisors in resolving issues
• Support assigned advisors with the preparation and development of financial plans
• Under direction from advisor, contact and work directly with clients and prospective clients to gather necessary financial information to prepare financial plans. This could include gathering investment statements, insurance policies, tax returns, etc.
• Support financial advisors' current clients through the annual review process by making and confirming appointments. Support prospecting by entering leads in CRM, sending introductory email to prospects, contact referrals to make appointments
• Responsible for managing the on-going client review meeting process which includes keeping the financial advisor's calendar, setting meetings, and, under the financial advisor's direction, preparing what is required for the meetings
• Provide general support to assigned advisors and/or teams.
• Assist in marketing sponsored events to appropriate clients.
• Multi-task and prioritize under pressure
• Gathering and compiling data and information for reporting purposes
• Other job duties as assigned

Skills:

• Customer service and relationship management skills
• Ability to analyze problems and establish solutions in a fast-paced environment
• Strong organizational methods to ensure all work is addressed in priority order
• Excellent communication skills, both orally and in writing
• Highly motivated self-starter who can work independently with minimal supervision

Knowledge/Experience:

Ideal candidates are service oriented individuals with strong multitasking and organizational skills, competence with technology (including Microsoft Office, various CRMs such as Salesforce, Redtail, etc., and financial information systems), and knowledge of the financial services industry.

Education/Training:

• Customer service experience required
• 2 to 5 years of experience in a financial sales assistant position preferred
• Series 6/7 preferred but not required
• Bachelor's degree or relevant industry experience preferred but not required

Physical and Other Requirements

• May sit at workstation for extended periods of time
• May view computer screen for extended periods of time
• Periods of fast pace are normal particularly when working to meet deadlines

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.