(Hybrid) Sales Team Coordinator

About the role

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, an Aon company, 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. This role will report into the New York City office on a hybrid cadence.

Responsibilities

Responsible for all the Sales Administrative and operational activities performed in NY & Baltimore. Responsible for the On-Boarding, Off-boarding, training and coordination of the Relationship Manager.

• Define and explain Lenox’s infrastructure (i.e. Lenox, NFP, FAF, MassMutual, MMLIS, LWA, LBIS)
• Navigate within Lenox, MassMutual, NFP for support/resources
• Knowledge of the products/services Lenox offers its clients
• Microsoft office skills (Outlook, Word, Excel and PowerPoint)
• Calendar Management in outlook
• MOSAIC power user
• Insurance product knowledge (life, disability and long term care)
• Concur

Requirements

• Presents an appropriate professional appearance and demeanor
• Presents a cheerful, positive demeanor with the clients they service (internal and/or external)
• Consistently presents a friendly impression on others
• Has a strong sense of urgency about solving problems and getting work done
• Reads situations quickly and accurately
• High attention to detail
• Embraces technology with optimism and positivity
• Dedicated to exceeding internal and external client expectations
• Handles stressful situations with calm and poise
• Keeps others informed on the status of assigned work

Qualifications

Bachelors Degree preferred

Skills

• Microsoft office skills (Outlook, Word, Excel and PowerPoint)
• Calendar Management in outlook
• MOSAIC power user
• Insurance product knowledge (life, disability and long term care)
• Concur

Benefits

NFP is 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.

Pay

The base salary range for this position is $53,000-78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.