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Sales Assistant

2 months ago

Greenville, United States Lincoln Investment Full time

A successful Financial Planning Practice in Greenville, OH is seeking a qualified professional to join their team in the important role of part-time Sales Assistant (20 hours per week).

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter.

Skills Required:

  • Excellent oral and written communication skills
  • Ability to work independently
  • Problem solver and critical thinker
  • Capable of working under deadlines
  • Ability to do research to answer questions independently
  • Detail-oriented
  • Excellent time management

Knowledge/Experience:

  • Series 6/7 and 63/66 FINRA registrations preferred but not necessary
  • Customer service experience required
  • Knowledge or history of working with voluntary group insurance benefits: life insurance, disability, vision, FSA, cafeteria plans
  • Word processing, spreadsheet, MS Outlook experience required
  • Salesforce & Zoom experience preferred
  • Organizational and time management skills (i.e., ability to manage multiple priorities)
  • Preferably at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience for the right candidate
  • Ability to learn other internal and external software systems

Responsibilities:

  • Responsible for client contact which includes communication by phone and email
  • Assist clients with service needs, including general account inquiries, account changes, distributions, beneficiary changes, account updates, etc.
  • Inform financial advisor of client issues of significant concerns
  • Perform research to answer questions
  • Client appointment preparation - prepare reports, collect annuity and insurance statements, provide advisor with meeting notes and brief on any outstanding client needs/issues
  • Assistance with scheduling client appointments via our scheduling software
  • Schedule open enrollment meetings with school districts and corporate clients
  • Monitor incoming and outgoing mail
  • Document client interactions via our Client Relationship Management (CRM) system
  • Prepare and process paperwork for new & existing business for investments and life insurance products
  • Respond to and correct paperwork not in good order
  • Maintain office in a clean and orderly manner
  • Other projects and tasks as assigned

Software Used:

  • MS Outlook, Excel, Word, Zoom, Salesforce CRM

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