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.
Summary of Role
This is a full-time position for 8 weeks, working with a Relationship Manager. The intern will obtain hands on experience in the Sales cycle by shadowing and/or assisting with the various steps in the process. The Intern will be responsible for completing a project at the direction of their supervisor and present their findings at the end of the program.
Essential Duties and Responsibilities
- Assist Relationship Manager in day to day client servicing
- Learn to develop relationships with clients, team members and vendor partners
- Assist with fact finds, meeting presentations and special projects
- Assist with prospecting lists
- Assist with underwriting requirements
- Other duties as assigned
Knowledge, Skills, and/or Abilities
- Demonstrated leadership experience in college, community, internship, or co-op experience
- Knowledge of Microsoft Outlook, Excel, PowerPoint and Word
- Be able to initiate and follow through with independent projects
- Excellent communication (verbal and writing) and interpersonal skills
- Cultivating relationship ability
- Strong problem solving ability
- Customer service oriented
- Proficiency with Microsoft Office applications
- Strong organizational skills with the ability to handle multiple tasks in a fast-paced environment
Education and/or Experience
- Junior or senior of a four-year university preferred
Certificates, Licenses, Registration
- Life & Health license and FINRA registration preferred
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The hourly rate for this position is $20.00 per hour. The hourly rate offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual hourly rate offered will be determined on a case-by-case basis.
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.