Lincoln Investment · 1 day ago
Sales Assistant
Renton, WA
Full-time
Onsite
Entry Level
2+ years expLincoln Investment is an independent broker dealer and registered investment advisor offering financial services. They are seeking a Sales Assistant who will provide excellent customer service, assist with client inquiries, and manage client appointments and paperwork.
Insurance
Hiring Manager
Nicole Criswell, PHR
Responsibilities
Responsible for client contact which includes communication by phone and email
Clients servicing to include general account inquiries, account changes, distributions, beneficiary changes, account updates, etc
Client appointment preparation
Assistance with scheduling client appointments
Monitor incoming and outgoing mail
Document client interactions via our Client Relationship Management (CRM) system
Prepare and submit client paperwork and financial transactions
Prepare and process paperwork for new & existing business for brokerage and fee-based platform investments with the occasional annuity and life insurance products
Respond to and correct paperwork not in good order
Other projects and tasks as assigned
Qualification
Required
Excellent customer service and problem-solving skills
Extremely organized and detail-oriented
Self-starter
Customer service experience required
Word processing, spreadsheet, MS Outlook experience required
Organizational and time management skills (i.e., ability to manage multiple priorities)
Ability to learn other internal and external software systems
Excellent oral and written communication skills
Ability to develop strong client relationships
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
Preferred
Series 6/7 and 63/66 FINRA registrations preferred but not necessary
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
Benefits
Competitive compensation and benefits package
Company
Lincoln Investment
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2010-01-29Private Equity
Leadership Team
Diane McCarthy
Chief Financial Officer
Kevin O'Leary
Executive Vice President, Chief Growth Officer
Recent News
2025-06-12
Company data provided by crunchbase