What are the responsibilities and job description for the Insurance and Asset Manager position at Lenox Advisors?
Lenox Advisors: A Premier Wealth and Insurance Advisory Firm
We are a leading wealth and insurance advisory firm, dedicated to providing personalized solutions for high-net-worth individuals and their families. As a Sales Professional, you will play a critical role in developing new client opportunities and maintaining strong relationships with our existing clients.
About Our Team
- We are a dynamic and passionate team of professionals who value trust, teamwork, and accountability.
- We believe in continuous learning and growth, with training and development programs designed to help you succeed.
Key Responsibilities and Qualifications
- Client Relationships: Establish and maintain strong relationships with clients through regular contact and timely advice and recommendations.
- Sales and Business Development: Engage with multiple clients daily to understand their goals and objectives, present customized recommendations, and complete sales.
- Client Loyalty: Build client loyalty by delivering exceptional service and trusted advice, resulting in earned referrals from your clients and network.
- Communication Skills: Develop and maintain strong interpersonal and communication skills, including active listening, empathy, and effective communication.
