Sales Assistant

Dayforce

Virtual Sales Assistant at Lincoln Investment supporting advisors and managing client requests. Engage with clients on financial plans and maintain communication for service requests.

Posted 7/29/2026full-timeFort Washington • Pennsylvania, Washington • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and financial planning support, with a strong ability to process requests and prepare documentation efficiently. Proficient in utilizing CRM systems and Microsoft Office tools to enhance service delivery in the financial services industry.

Highest-signal resume keywords

Client Relationship ManagementFinancial Planning SupportCRM ProficiencyMicrosoft Office ToolsSeries 6/7 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningAccount Opening ApplicationsTransfer Forms ProcessingFinancial Request ProcessingClient Review Meeting Management

Soft Skills

Customer ServiceProblem SolvingCommunication

Tools & Technologies

CRMMicrosoft Office

Certifications & Qualifications

Series 6 LicenseSeries 7 License

Industry Keywords

Financial ServicesClient Database FunctionsFinancial Sales Assistant

About the role

Key responsibilities & impact

Point of contact for assigned advisors’ clients with non-solicited business requests, providing prompt, efficient, and courteous service
Prepare and submit all paperwork including account opening applications, transfer forms, etc. for client meetings with advisor
Process financial and non-financial requests
Follow up on outstanding requests (e.g., transfers, withdrawals, death claims)
Assist advisors in resolving issues
Support assigned advisors with the preparation and development of financial plans
Gather necessary financial information to prepare financial plans
Support financial advisors’ current clients through the annual review process
Manage the on-going client review meeting process

Requirements

What you’ll need

Minimum 2 to 5 years of experience in a financial sales assistant position
Series 6/7 preferred (must obtain license within 6 months to retain employment)
Bachelor's degree preferred not required
Possess knowledge of the financial services industry, client database functions, Microsoft Office tools, CRM, ability to navigate technology easily.

Benefits

Comp & perks

Competitive compensation and benefits package