Sales Professionals

Imagine contributing to a winning team

Lenox Advisors is a single resource for comprehensive, fully integrated wealth management services. By collaborating across practice areas, our firm's highly specialized and skilled professionals create customized strategies to help your clients achieve their financial goals.

Lenox supports its advisors in the following areas:

• Lenox CFO®
• Asset Management
• Insurance Brokerage
• Corporate Benefits

With our high net worth clients who are primarily Wall Street executives, hedge fund managers, business owners, attorneys, professional athletes and entertainers, Lenox Advisors has an impressive record of success and can offer you a tremendous platform to help grow your business.

Imagine joining a team with one of the best business models in the industry. One that Investment Advisor describes as the "epitome of wealth management done right." A team that "typifies the successful wealth management firm."*

Read or download our recruiting brochure.

For opportunities in our New York City office, please contact Paul Karlitz at 212-536-6069 or pkarlitz@lenoxadvisors.com
For opportunities in our Stamford, CT office, please contact Paul Felix at 212-536-6033 or pfelix@lenoxadvisors.com
For opportunities in our Chicago office, please contact Jim McClure at 312-984-5522 or jmcclure@lenoxadvisors.com
For opportunities in our San Francisco office, please contact Steve Serotte at 415-486-2181 or sserotte@lenoxadvisors.com

Managing Partner, Rick Van Benschoten, talks about how Lenox's business model enabled him to be named #45 on the Barron's Top 100 Independent Advisors list.

You can also learn more by reading some of the articles posted below:

Read this MDRT minute article in which Tom Henske explains how a Money Constitution helps Lenox have personal financial values based planning conversations with our clients.

Check out this brochure on our private wealth management services

This article shares the success of our Stamford office on its 1st birthday

We have multiple openings in our Chicago and San Francisco offices for developing new client leads and producing insurance, asset management and financial planning sales. Lenox strives to help define and achieve each client's unique, long-term goals through a comprehensive, holisitic program of investments, tax planning, asset allocation, risk management, insurance, retirement planning, and estate planning.

Responsibilities of the sales professional will include:

• Building rapport on incoming calls from interested prospects and referrals in order to open accounts.
• Building relationships by making outgoing calls to interested and qualified prospects to open accounts.
• Marketing to and targeting prospective clients and identifying their needs by analyzing client's present icnome and asset situation.
• Recommending appropriate investment and insurance solutions and helping clients take action on recommendations.
• Presenting professional & sophisticated presentations to clients and their financial advisors to close accounts.
• Executing Lenox's marketing plan that is designed to develop a presence in our defined target markets.
• Providing personal client service.

The ideal candidate will be a polished individual with strong communication, presentation and sales skills. The ability to communicate and interact effectively with high net worth clients is a must. Candidates must have a college degree with 2-5 years prior sales experience and a proven sales track record. Insurance experience necessary. Current licensing required (Series 6 or Series 7, Series 63 and State Variable Life & Health License).

Please send resume with cover letter, including compensation history, to resumes@lenoxadvisors.com.