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Sales and Service Representative

2 months ago

Greenville, Ohio, United States Lincoln Investment Full time
Job Description

Lincoln Investment is seeking a highly organized and detail-oriented Sales Assistant to join their team in Greenville, OH. As a Sales Assistant, you will play a crucial role in supporting the financial advisor and clients in a reliable, efficient, and professional manner.

Key Responsibilities:
  • Client Communication: Establish and maintain strong relationships with clients through effective communication, ensuring their needs are met and concerns are addressed.
  • Service Support: Assist clients with service needs, including general account inquiries, account changes, distributions, beneficiary changes, and account updates.
  • Research and Problem-Solving: Perform research to answer questions and resolve client issues in a timely and professional manner.
  • Client Appointment Preparation: Prepare reports, collect annuity and insurance statements, and provide the financial advisor with meeting notes and briefs on any outstanding client needs or issues.
  • Scheduling and Coordination: Schedule client appointments via our scheduling software and coordinate open enrollment meetings with school districts and corporate clients.
  • Administrative Tasks: Monitor incoming and outgoing mail, document client interactions via our Client Relationship Management (CRM) system, and prepare and process paperwork for new and existing business for investments and life insurance products.
  • Office Maintenance: Maintain the office in a clean and orderly manner, ensuring a professional environment for clients and staff.
Requirements:
  • Excellent Communication Skills: Possess excellent oral and written communication skills, with the ability to effectively communicate with clients and staff.
  • Problem-Solving and Critical Thinking: Demonstrate strong problem-solving and critical thinking skills, with the ability to research and resolve client issues.
  • Organizational and Time Management Skills: Possess excellent organizational and time management skills, with the ability to manage multiple priorities and deadlines.
  • Technical Skills: Proficient in MS Outlook, Excel, Word, Zoom, and Salesforce CRM, with the ability to learn other internal and external software systems.
  • Experience and Education: Preferably 2 years of previous experience in a sales support role or the equivalent combination of education and experience for the right candidate.