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© All Rights Reserved. ApplyBlast.com
Lincoln Investment
The Virtual Sales Assistant provides comprehensive support to financial advisors and their clients, handling non-solicited business requests, processing orders, and managing client communications. This role involves coordinating sales schedules, preparing financial plans, and maintaining organized records in a fast-paced environment. The position requires strong organizational and communication skills to facilitate meetings and resolve client issues efficiently.
Headquarters
Fort Washington, Pennsylvania, United States
Company Size
201-500 employees
Founded
1968
Full-service broker-dealer and registered investment adviser, serving over 315,000 investors, representing over 55 billion in assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lincoln Investment.
Lincoln Investment didn’t post a salary, so this is our estimate from similar listings.
34% below the average for this role