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