VA JOB LISTING: SALES ASSISTANT Responsibilities: -Relationship Development: Develop strong relationship with assigned financial advisor to create partnership - -Paperwork Preparation: Prepare paperwork for financial advisor in preparation of appointments with clients -Follow up on paperwork to ensure accuracy and completion Resolve any pending issues with paperwork submitted -Maintain a solid knowledge base of Lincoln forms and paperwork requirements for transactions -Customer Service: Provide top notch customer service to financial advisor Provide top notch customer service to clients of the financial advisors -Telephone Skills: Make outbound calls to investors for appointment confirmation, problem resolution, etc. Handle inbound calls from investors in the absence of the financial advisor -Document all client interactions in eTouch
Posted on: Fri, 31 May 2013 15:42:40 +0000
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