Virtual Sales Assistant for Financial Advisors

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, 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.