(Hybrid) Sales Team Coordinator
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.
Position Summary & 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
- Can define and explain Lenox’s infrastructure (i.e. Lenox, NFP, FAF, MassMutual, MMLIS, LWA, LBIS)
- Can effectively navigate within Lenox, MassMutual, NFP for support/resources
- Has knowledge of the products/services Lenox offers its clients
- Microsoft office skills (Outlook, Word, Excel and PowerPoint)
- Calendar Management in outlook
- MOSAIC power user
- Insurance product knowledge (life, disability and long term care)
- Concur
JOB COMPETENCIES (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Skills/Abilities
- Presents an appropriate professional appearance and demeanor
- Presents a cheerful, positive demeanor with the clients they service (internal and/or external)
- Consistently presents a friendly impression on others
- Has a strong sense of urgency about solving problems and getting work done
- Reads situations quickly and accurately
- High attention to detail
- Embraces technology with optimism and positivity
- Dedicated to exceeding internal and external client expectations
- Handles stressful situations with calm and poise
- Keeps others informed on the status of assigned work
Required Behaviors/Attitudes
- Demonstrates a high level of dependability in all aspects of the job
- Behaves in a way that leads others to trust him/her
- Willingly assist others who may need help with completing work assignments to deliver on a client promise
- Respects the confidentiality of information
- Takes responsibility and accountability
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS
| EDUCATION | EXPERIENCE | LICENSE REQUIREMENTS |
| Bachelor’s Degree Preferred | Client Service Associate |
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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
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What We Offer:
NFP is proud to offer a competitive salary, PTO & paid holidays,
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NFP est un employeur qui offre l’égalité des chances à tous les employés et candidats à l’emploi, sans distinction de race, de couleur, de religion, de sexe, d’orientation sexuelle, d’identité de genre, d’âge, d’origine nationale, de handicap, de prédisposition génétique ou de statut de porteur, ou de toute autre caractéristique protégée par la législation fédérale ou provinciale. L’entreprise s’engage à respecter cette politique en matière de recrutement, d’embauche, de placement, de promotion, de transfert, de formation, de rémunération, d’avantages sociaux, d’activités des employés et de traitement général pendant l’emploi. Il est attendu de tous nos employés connaissent cette politique et qu’ils créent un environnement sensible et respectueux de tous les individus. test