What are the responsibilities and job description for the Fiduciary Relationship Manager position at Lenox Advisors?
Qualifications and Skills
To succeed in this role, you must possess certain skills and qualifications:
- A passion for client service and enjoy talking with clients to get to know them and help them achieve their goals.
- Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in a language that clients understand.
- Your unique perspective and background can bring added value to our team; we welcome candidates from various industries such as Sales, Business Development, or Relationship Management, Executive Leadership, Former Athletes, Military Background, and more.
- Results-driven, highly motivated, self-starter with a Bachelor's degree and/or career changer who is willing to learn and obtain State Variable Life & Health License and FINRA licensing including Series 6 or Series 7, Series 63.
To succeed in this role, you must possess certain skills and qualifications:
- A passion for client service and enjoy talking with clients to get to know them and help them achieve their goals.
- Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in a language that clients understand.
- Your unique perspective and background can bring added value to our team; we welcome candidates from various industries such as Sales, Business Development, or Relationship Management, Executive Leadership, Former Athletes, Military Background, and more.
- Results-driven, highly motivated, self-starter with a Bachelor's degree and/or career changer who is willing to learn and obtain State Variable Life & Health License and FINRA licensing including Series 6 or Series 7, Series 63.
