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

Lincoln Investment

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