What are the responsibilities and job description for the San Francisco Bay Area Financial Advisor position at Lenox Advisors?
Join Our Team at Lenox Advisors
We are a leading wealth and insurance advisory firm, seeking ambitious Sales Professionals to join our team. As a Sales Professional, you will be responsible for developing new client opportunities and maintaining strong relationships with our existing clients.
About Our Firm
- We are a premier wealth and insurance advisory firm, providing tailored solutions for high-net-worth individuals and their families.
- We foster a collaborative environment where everyone can contribute, develop relationships, and build their business.
Key Responsibilities
- Develop and maintain strong relationships with clients through regular contact and timely advice and recommendations.
- Engage with multiple clients daily to understand their goals and objectives, present customized recommendations, and complete sales.
- Build client loyalty by delivering exceptional service and trusted advice, resulting in earned referrals from your clients and network.
Qualifications and Skills
- We represent a caring, creative, and passionate family of professionals who value trust, teamwork, and accountability.
- A willingness to learn and grow with our training and development programs.
- A passion for client service and building meaningful relationships.
- Well-developed interpersonal and communication skills, including active listening, empathy, and effective communication.
