What are the responsibilities and job description for the Sales Assistant Professional position at Lincoln Investment?
At Lincoln Investment, a dynamic Financial Planning Practice is seeking an organized and detail-oriented professional to fill the crucial role of full-time Sales Assistant.
This position requires exceptional customer service and problem-solving skills, enabling the candidate to confidently provide information to advisors and clients in a reliable, efficient, and professional manner.
The ideal candidate will be extremely organized, a self-starter, and able to work independently with excellent oral and written communication skills.
Key Responsibilities:
- Client contact via phone and email
- Clients servicing, including general account inquiries, account changes, distributions, beneficiary changes, and account updates
- Client appointment preparation
- Assistance with scheduling client appointments
- Monitor incoming and outgoing mail
- Document client interactions via our Client Relationship Management (CRM) system
- Prepare and submit client paperwork and financial transactions
- Respond to and correct paperwork not in good order
Required Skills and Qualifications:
- Series 6/7 and 63/66 FINRA registrations
- Customer service experience
- Word processing and spreadsheet experience
- Organizational and time management skills
- At least 2 years of previous experience in a sales support role or equivalent combination of education and experience
