Who We Are:
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary: The Advisor Consultant, serves as a hybrid analytical and consultative role, supporting both the execution of Advanced Planning deliverables and the development of Advisors and Advisor Assistants. This role is responsible for managing case flow within the Advanced Planning queue, delivering high-quality case design and presentation materials, and acting as a key resource for onboarding and training junior or inexperienced Advisors. The Advisor Consultant partners closely with Advanced Planning leadership, Operations, and field teams to provide product guidance, develop training content, and enhance best practices.
Job Accountabilities:
- Design insurance illustrations and client-ready one-pagers (MassMutual + preferred carriers) using templates and PDF tools; manage revisions, rush requests, and approvals, including complex case support with AVP+
- Manage Advanced Planning CRM queue, prioritize requests, and drive workflow efficiency and timely completion
- Provide consultative support to junior Advisors/Advisors Assistant, translating complex insurance concepts into actionable sales guidance
- Lead and support onboarding, training sessions, job aids, and ongoing field communications for Advisors/Advisors Assistants
- Support operational improvements, identify trends/gaps, and contribute to scalable tools, reporting, and process enhancements
- Participate in ad hoc strategic initiatives aligned with Life/DI and broader firm priorities
Job Competencies:
- Strong knowledge of life insurance products, illustration platforms, and case design; working DI knowledge preferred
