What are the responsibilities and job description for the Financial Services Coordinator position at Lincoln Investment?
Overview
This role offers an exciting opportunity to contribute to the growth of Lincoln Investment, a successful financial planning practice in Greenville, OH. As a part-time Sales Assistant, you will play a vital role in supporting our team and clients with exceptional customer service skills and problem-solving abilities.
The ideal candidate is extremely organized, detail-oriented, and a self-starter who can work independently and under deadlines. With excellent oral and written communication skills, you will confidently provide information to advisors and clients in a reliable, efficient, and professional manner.
In this position, you will be responsible for client contact via phone and email, assisting clients with service needs, and performing research to answer questions. You will also assist with scheduling client appointments, monitor incoming and outgoing mail, and document client interactions using our CRM system. Additionally, you will prepare and process paperwork for new and existing business, respond to and correct paperwork not in good order, and maintain a clean and orderly office environment.
We value candidates with Series 6/7 and 63/66 FINRA registrations, but it's not necessary. Customer service experience is required, and knowledge or history of working with voluntary group insurance benefits is a plus. Word processing, spreadsheet, MS Outlook experience is also essential. Salesforce and Zoom experience are preferred. Organizational and time management skills are crucial, with at least 2 years of previous experience in a sales support role or equivalent combination of education and experience.
This role offers an exciting opportunity to contribute to the growth of Lincoln Investment, a successful financial planning practice in Greenville, OH. As a part-time Sales Assistant, you will play a vital role in supporting our team and clients with exceptional customer service skills and problem-solving abilities.
The ideal candidate is extremely organized, detail-oriented, and a self-starter who can work independently and under deadlines. With excellent oral and written communication skills, you will confidently provide information to advisors and clients in a reliable, efficient, and professional manner.
In this position, you will be responsible for client contact via phone and email, assisting clients with service needs, and performing research to answer questions. You will also assist with scheduling client appointments, monitor incoming and outgoing mail, and document client interactions using our CRM system. Additionally, you will prepare and process paperwork for new and existing business, respond to and correct paperwork not in good order, and maintain a clean and orderly office environment.
We value candidates with Series 6/7 and 63/66 FINRA registrations, but it's not necessary. Customer service experience is required, and knowledge or history of working with voluntary group insurance benefits is a plus. Word processing, spreadsheet, MS Outlook experience is also essential. Salesforce and Zoom experience are preferred. Organizational and time management skills are crucial, with at least 2 years of previous experience in a sales support role or equivalent combination of education and experience.
