Lenox Advisors · 1 day ago
Sales Intern - Future Opportunity
Lenox Advisors is a company that specializes in wealth management and insurance services for high-net-worth individuals. They are seeking a Sales Intern for their summer internship program, where the intern will gain hands-on experience in the sales cycle by supporting a Relationship Manager and completing a project to present at the end of the program.
BankingConsultingCrowdfundingFinancial ServicesInsurance
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
Qualification
Required
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
Rising senior of a four-year university preferred
Demonstrated leadership experience in college, community, internship, etc
Preferred
Rising senior of a four-year university preferred
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
Lenox Advisors
Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-11-03
2025-06-02
Company data provided by crunchbase