Lincoln Investment Planning Company - Fort Washington, PA
posted about 2 months ago
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. With over 1,000 financial advisors nationwide and serving over 350,000 clients representing over $36 billion in assets, Lincoln Investment is a majority family-owned financial services firm that values its employees as integral players in its continuous growth. The company's success is built upon a dedication to helping people retire well and promoting a work environment that fosters success. Lincoln Investment offers a competitive compensation and benefits package, with its Home Office conveniently located in Fort Washington, PA, just outside of Philadelphia. The Virtual Sales Assistant II will work under general supervision by Lincoln's Manager VSA and direction from assigned advisors, providing service to existing clients on non-solicited business and processing new business and financial/non-financial orders. This role requires advanced knowledge and skills obtained through experience and/or training to provide general support to assigned advisors and/or teams. The Virtual Sales Assistant will maintain direct contact with clients to facilitate meetings, conference calls, and deliver written research, acting as a liaison between various inter-departmental administrators. The position demands 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. The Virtual Sales Assistant may lead the work of others and provide training, coaching, and mentoring to less experienced associates, while also performing various sales-related duties as directed with supervision.