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Form of workWho 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. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary: 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
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
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.
NFP and You... Better together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
