Who 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, 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.
& Overall purpose:
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.
JOB ACCOUNTABILITIES (this section includes the major duties):
Office Administration & Regional Operations
o Lead the logistics and coordination of all sales events, including Relationship Manager Happy Hours, "Live Under 5," Lunch & Learns, and dinners.
o Support and assist with all technology initiatives, projects, and system conversions.
o Partner with Sales Operations to coordinate RM training sessions and related activities.
o Provide support to visiting Sales Leadership and Relationship Managers as needed.
o Serve as a backup for CT recruiting and onboarding activities.
o Maintain ownership of key calendar reminders, including commission deadlines, holidays, office closures, and timesheet submission deadlines.
o Perform other duties and participate in special projects as assigned.
Sales Managers & RM Recruitment Support – Back Up for All Regions
o Support Sales Managers during the pre-offer process by entering new recruits into MOSAIC, conducting research using LinkedIn, ZoomInfo, and Google, and coordinating outreach, meetings, and interviews.
o Reserve conference rooms, prepare recruiting packages for first interviews, and coordinate scheduling of meetings and candidate interviews.
o Greet and welcome all recruits, manage meeting confirmations, create recruit meeting agendas, and track recruiting progress, maintaining candidate records throughout the process.
o Serve as a liaison with the Regional Administrative Manager and Regional Support Specialist during the post-offer phase to ensure a seamless transition for new hires.
o Provide operational and administrative support to Sales Managers, including complex calendaring, travel coordination, meeting logistics, and expense reporting (Concur).
o Maintain and coordinate the Sales Market Leader calendar, ensuring key dates and events are tracked and communicated.
o Assist the Sales Manager with sending relevant notifications to Relationship Managers, based on unit needs.
o Support sales-related initiatives by assisting the Regional Administrative Manager in tracking budgets, sponsorships, wholesaler activity, and generating reports and light data entry to enhance leadership visibility.
RM Training & Operational Effectiveness
o Serve as a workflow and systems champion for platforms such as MOSAIC, supporting process optimization and user enablement.
o Support system adoption efforts through documentation, troubleshooting, and change readiness initiatives to promote data accuracy.
o Serve as a member of the data feed team responsible for implementing and maintaining carrier data feeds.
o Act as a liaison between Sales, IT, Compliance, and other internal partners to facilitate technology-related workflows.
o Schedule and coordinate regional training classes and Lunch & Learns, including reserving rooms, ordering meals, and preparing training materials.
o Conduct general training sessions for MOSAIC, Compass, the Intranet, computer systems, and general office procedures.
o Partner with Sales Operations for RM training alignment and ongoing coordination.
o Ensure operational processes are followed consistently, identifying risks for escalation and contributing to procedural improvements.
o Participate in ad-hoc Sales Administrative projects and technology initiatives or system conversions.
JOB COMPETENCIES (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Knowledge
JOB COMPETENCIES (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Skills/Abilities
Required Behaviors/Attitudes
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS
EDUCATION
EXPERIENCE
LICENSE REQUIREMENTS
Bachelor’s Degree Preferred
Client Service Associate
CAREER PATH CONSIDERATIONS
AVERAGE TIME TO MASTER ROLE
TYPICAL NEXT JOB MOVE CHOICES AFTER MASTERING THIS ROLE:
o 1-2 YEARS
X 3-5 YEARS
o 5+ YEARS
Regional Administrative Manager
AVP, Sales Administration
What We Offer:
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. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
Risk Capital
We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.
Commercial Coverage Expertise
Industry Specialty Teams
Personal Risk
Support Services
Human Capital
Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.
Employee Benefits
Executive Benefits
Life Insurance
Retirement Advisory
Talent Solutions
Wealth Management
