Virtual Sales Assistant

Lincoln Investment•Fort Washington, PA

About The Position

Under general supervision from Lincoln’s Manager VSA and direction from assigned advisors, the Virtual Sales Assistant provides service to financial advisors and their clients on non-solicited business, processes new business and financial and non-financial orders, and provides general support to assigned advisors or teams. The role uses advanced knowledge and skills gained through experience or training. It involves regular contact with internal and external customers, coordination with inter-departmental administrators, and organization of advisor schedules, travel, marketing trips, client meetings, and office activities in a sometimes fast-paced environment. The assistant may lead work and train, coach, or mentor less experienced associates, and may perform other supervised sales-related duties as directed.

Requirements

Customer service experience is required.
Strong customer service and relationship-management skills.
Ability to analyze problems and establish solutions in a fast-paced environment.
Strong organizational methods and ability to address work in priority order.
Excellent oral and written communication skills.
Highly motivated self-starter able to work independently with minimal supervision.
Technology competence, including Microsoft Office, CRM systems, and financial information systems.
Knowledge of the financial services industry.
Bachelor’s degree or relevant industry experience preferred but not required.

Nice To Haves

Two to five years of experience in a financial sales assistant position preferred.
Series 6 or Series 7 license preferred but not required.
Bachelor’s degree or relevant industry experience preferred but not required.
Experience with CRMs such as Salesforce or Redtail.

Responsibilities

Serve as the point of contact for assigned advisors’ clients regarding non-solicited business requests, providing prompt, efficient, and courteous service.
Prepare and submit paperwork, including account-opening applications and transfer forms, for client meetings with advisors.
Process financial and non-financial requests.
At advisors’ request, run reports, create mailing lists, prepare letters, and mail or email client communications.
Follow up on outstanding requests, including transfers, withdrawals, and death claims.
Assist advisors in resolving issues and status action items.
Support assigned advisors with the preparation and development of financial plans.
At an advisor’s direction, contact clients and prospective clients to gather information needed to prepare financial plans, such as investment statements, insurance policies, and tax returns.
Support current clients through the annual review process by making and confirming appointments.
Support prospecting by entering leads in the CRM, sending introductory emails to prospects, and contacting referrals to make appointments.
Manage the ongoing client review meeting process, including maintaining the financial advisor’s calendar, setting meetings, and preparing meeting materials under the advisor’s direction.
Provide general support to assigned advisors and teams.
Assist in marketing sponsored events to appropriate clients.
Multi-task and prioritize work under pressure.
Gather and compile data and information for reporting purposes.
Maintain direct contact with assigned financial advisors to facilitate meetings, conference calls, and delivery of written research.
Act as a liaison between inter-departmental administrators.
Coordinate sales schedules, travel, marketing trips, client meetings, and general office management.
Perform other duties as assigned.