Sales Assistant

4 weeks ago


Greenville, South Carolina, United States Lincoln Investment Full time
Job Overview

We are seeking a highly skilled and organized Sales Assistant to join our team at Lincoln Investment. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:

  • Client contact and communication via 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

Requirements:

  • Excellent customer service and problem-solving skills
  • Ability to work independently and as part of a team
  • Excellent oral and written communication skills
  • Ability to work under deadlines and prioritize tasks
  • Detail-oriented and organized
  • Ability to learn new software systems

Preferred Qualifications:

  • Series 6/7 and 63/66 FINRA registrations
  • Customer service experience
  • Knowledge or history of working with voluntary group insurance benefits: life insurance, disability, vision, FSA, cafeteria plans
  • Word processing, spreadsheet, MS Outlook experience
  • Salesforce & Zoom experience

About Lincoln Investment:

Lincoln Investment is a leading independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."



  • Greenville, South Carolina, United States Chico's FAS Full time

    Job Title: Assistant Store ManagerWe are seeking a highly skilled and motivated Assistant Store Manager to join our team at Chico's FAS. As a key member of our store leadership team, you will be responsible for supporting the Store Manager in promoting a customer-focused sales culture and driving business results.Key Responsibilities:Analyze sales reports...

  • Sales Representative

    4 weeks ago


    Greenville, South Carolina, United States DRB Group Full time

    Job Title: Sales ConsultantAt DRB Group, we are seeking a highly motivated and results-driven Sales Consultant to join our team. As a Sales Consultant, you will be responsible for selling single-family homes in designated communities, providing an outstanding customer experience, and ensuring timely settlements to achieve monthly and annual goals.Key...

  • Sales Associate

    4 weeks ago


    Greenville, South Carolina, United States Men's Wearhouse Full time

    Job Opportunity at Men's WearhouseWe are seeking a skilled Sales Associate to join our team at Men's Wearhouse. As a key member of our sales team, you will be responsible for:Main Responsibilities:Consistently demonstrating benchmark selling techniques for retail sales, custom clothing sales, and special occasion rentalsBuilding strong relationships with...

  • Sales Associate

    4 weeks ago


    Greenville, South Carolina, United States Express Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our Express team. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized sales floor, and assisting with various tasks to ensure a seamless shopping experience.Key ResponsibilitiesProvide a great...

  • Sales Associate

    3 weeks ago


    Greenville, South Carolina, United States J. Jill Full time

    Key Responsibilities:As a Sales Associate at J Jill, you will be responsible for providing exceptional customer service by greeting customers promptly and genuinely, re-engaging appropriately, and building customer loyalty through genuine connections. You will also guide customers to looks that flatter, assist them in building great wardrobes, and provide...

  • Sales Associate

    3 weeks ago


    Greenville, South Carolina, United States Dillard's Full time

    About the Role:Dillard's is seeking a skilled Retail Sales Associate to join our team. As a key member of our sales floor, you will be responsible for providing exceptional customer service and driving sales growth through effective merchandising and visual presentation.Key Responsibilities:Greet and welcome guests, building strong relationships and...

  • Sales Associate

    3 weeks ago


    Greenville, South Carolina, United States Rack Room Shoes Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Rack Room Shoes. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and achieving sales goals.Key ResponsibilitiesProvide excellent customer service, ensuring a positive...

  • Sales Associate

    1 month ago


    Greenville, South Carolina, United States Rack Room Shoes Full time

    Job Title: Sales AssociateRack Room Shoes is seeking a Sales Associate to join our team. As a Sales Associate, you will be responsible for providing excellent customer service, maintaining a clean and organized store environment, and meeting sales and work goals.Key Responsibilities:Provide exceptional customer service, ensuring a positive shopping...

  • Sales Associate

    1 month ago


    Greenville, South Carolina, United States Johnson Controls Full time

    Job SummaryJohnson Controls is seeking a skilled Counter Sales Associate to join our team. As a key member of our sales team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCommunicate effectively with customers via various channels to understand their needs and provide solutions.Enter...

  • Sales Associate

    4 weeks ago


    Greenville, South Carolina, United States Hibbett Sports Full time

    Job Title: Sales AssociateThe Sales Associate is a key member of our team, responsible for providing exceptional customer service and promoting our products to drive sales and growth.Key Responsibilities:Provide outstanding customer service, responding to customer inquiries and resolving issues in a timely and professional manner.Promote and sell our...

  • Area Sales Manager

    3 weeks ago


    Greenville, South Carolina, United States Lennar Homes Full time

    Area Sales ManagerLennar Homes is seeking a skilled Area Sales Manager to lead our sales team and drive business growth. As a key member of our sales team, you will be responsible for managing sales performance, margin enhancement efforts, and assembling a best-in-class sales team.Your Key ResponsibilitiesLead, coach, and mentor team members to ensure...


  • Greenville, South Carolina, United States GPM Investments Full time

    Job Summary: As a Sales Associate at GPM Investments, you will be responsible for providing excellent customer service and ensuring a positive shopping experience for our customers. Your duties will include greeting customers, ringing sales, and assisting with shift changes.Key Responsibilities:Greet customers in a friendly and welcoming mannerRing customer...

  • Sales Floor Associate

    4 weeks ago


    Greenville, South Carolina, United States Citi Trends Full time

    Job Description for Sales Floor Associate at Citi TrendsCiti Trends is seeking a highly motivated and customer-focused Sales Floor Associate to join our team. As a Sales Floor Associate, you will be responsible for providing exceptional customer service, maintaining a visually appealing sales floor, and supporting the sales team in achieving sales goals.Key...

  • Sales Associate

    3 weeks ago


    Greenville, South Carolina, United States Hibbett Retail, Inc. Full time

    Job SummaryThe Sales Associate is a key member of our team, responsible for providing exceptional customer service and promoting our products. We are seeking a highly motivated and enthusiastic individual to join our team as a Sales Associate.Key ResponsibilitiesProvide outstanding customer service, responding to customer inquiries and resolving issues in a...


  • Greenville, South Carolina, United States Aeropostale Full time

    Key Responsibilities:Aeropostale Sales Associate Role• Engage with customers to create a positive shopping experience• Meet and exceed sales targets by utilizing effective selling strategies• Provide personalized fashion advice to customers• Stay up-to-date with the latest fashion trends and inspire customers with your knowledge• Assist customers...

  • Sales Team Member

    4 weeks ago


    Greenville, South Carolina, United States Forever 21 Full time

    At Forever 21, we're looking for a Sales Associate to join our team. As a key member of our sales team, you'll be responsible for:Key Responsibilities:Responding to customer inquiries and needs in a timely and professional mannerAssisting customers in locating and selecting merchandiseUsing basic selling techniques to engage with customers and promote...

  • Sales Team Lead

    4 weeks ago


    Greenville, South Carolina, United States Cabela's Full time

    **Job Summary:**The Sales Team Lead at Cabela's is responsible for assisting the Marine Group Sales Manager in providing daily direction to the sales team. This includes merchandise presentation, inventory control, pricing, sales enhancements, sales team training, coaching, and customer service experience.**Key Responsibilities:**Supports a strong commitment...


  • Greenville, South Carolina, United States RimTyme Custom Wheels & Tires Full time

    Job SummaryRimTyme Custom Wheels & Tires is seeking a skilled Sales Representative to join our team. As a Sales Representative, you will be responsible for assisting customers with selecting rental merchandise to meet their needs and budgetary requirements.Key ResponsibilitiesGreet and identify customer needs and wants, both in the store and on the...

  • Sales Associate

    4 weeks ago


    Greenville, South Carolina, United States Express Full time

    About ExpressExpress is a leading fashion retailer offering a wide range of stylish and affordable clothing, shoes, and accessories for men and women. With a strong presence in the United States, Express operates over 400 retail stores and offers a seamless shopping experience through its e-commerce platform.Job SummaryWe are seeking a highly motivated and...


  • Greenville, South Carolina, United States Dillard's Full time

    Job DescriptionDillard's is seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will be responsible for providing exceptional customer service, building relationships with guests, and driving sales through effective merchandising and visual presentation.Key Responsibilities:Greet and welcome guests,...