Virtual Sales Assistant - Operations

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.

*In-office, Hybrid and Remote work opportunities available*

Basic Function: Under general supervision by Lincoln’s Manager VSA and direction from their assigned advisors, the Virtual Sales Assistant will provide service to existing clients on non-solicited business; process new business, financial/non-financial orders. This individual uses advanced knowledge, and skills obtained through experience and/or training to provide general support to assigned advisors and/or teams. Maintains direct contact with clients to facilitate meetings, conference calls and deliver written research. Acts as liaison between various inter-departmental administrators. Maintains a high level of organization in a sometimes fast-paced environment to coordinate sales schedules/travel, marketing trips, client meetings and general office management. Regular contact with internal and external customers is required to obtain, clarify, or provide facts and information. May lead the work of others and provide training, coaching, and mentoring to less experienced associates. May perform various sales related duties as directed with supervision.

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. This could include gathering investment statements, insurance policies, tax returns, etc.
• Support financial advisors’ current clients through the annual review process by making and confirming appointments. Support prospecting by entering leads in CRM, sending introductory email to prospects, contact referrals to make appointments
• Responsible for managing the on-going client review meeting process which includes keeping the FA’s calendar, setting meetings, and, under the FA’s direction, preparing what is required for the meetings
• Provides general support to assigned FAs and/or teams.
• On limited bases may lead the work of others and provides training, coaching, and mentoring to less experienced associates if manager and SRVSA not available
• Multi-task and prioritize under pressure
• Other job duties as assigned

Skills:

• Assisting in marketing sponsored events to appropriate clients.
• Analyzing problems, establishing solutions in a fast-paced environment
• Gathering and compiling data and information for reporting purposes
• Responding professionally to inquiries and researching and resolving problems in a timely manner.
• Communicate effectively, both orally and in writing.
• Highly motivated self-starter who can work independently with minimal supervision

Knowledge/Experience: Possess knowledge of the financial services industry, client database functions, Microsoft Office tools, CRM, ability to navigate technology easily.

Education/Training:

• Minimum 2 to 5 years of experience in a financial sales assistant position
• Series 6/7 preferred (must obtain license within 6 months to retain employment)
• Bachelor's degree preferred not required

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.