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 supports financial advisors and their clients with non-solicited business, processes new business and financial and non-financial orders, and provides general support to advisors or teams. The role applies knowledge and skills gained through experience or training and involves regular contact with internal and external customers to obtain, clarify, or provide information. The assistant maintains contact with assigned advisors to facilitate meetings, conference calls, and written research, and serves as a liaison with administrators in other departments. The role requires strong organization in a sometimes fast-paced environment while coordinating schedules and travel, marketing trips, client meetings, and general office management. The assistant may lead others’ work and provide training, coaching, and mentoring to less experienced associates, and may perform sales-related duties under supervision.

Requirements

Customer service experience is required.
Customer service and relationship management skills.
Ability to analyze problems and establish solutions in a fast-paced environment.
Strong organizational methods to ensure work is addressed in priority order.
Excellent oral and written communication skills.
Ability to work independently with minimal supervision.
Competence with technology, including Microsoft Office, CRM systems, and financial information systems.

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.
Knowledge of the financial services industry.
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 materials to clients.
Follow up on outstanding requests, such as transfers, withdrawals, and death claims.
Assist advisors in resolving issues and tracking action items.
Support assigned advisors with preparing and developing financial plans.
At the advisor’s direction, contact clients and prospective clients to gather financial information needed to prepare financial plans, including 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 schedule appointments.
Manage the ongoing client review meeting process, including maintaining the financial advisor’s calendar, scheduling meetings, and preparing meeting materials under the advisor’s direction.
Provide general support to assigned advisors and/or teams.
Assist in marketing sponsored events to appropriate clients.
Multitask and prioritize work under pressure.
Gather and compile data and information for reporting purposes.
Perform other job duties as assigned.