Sales Intern - Future Opportunity jobs in United States
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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
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Culture & Values

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

Microsoft OutlookMicrosoft ExcelMicrosoft PowerPointMicrosoft WordCustomer service orientationCommunication skillsInterpersonal skillsProblem-solving abilityOrganizational skillsLeadership experienceRelationship building

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

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Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.

Funding

Current Stage
Growth Stage

Leadership Team

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Gregory Large
Founding Member, President, Chief Operating Officer & Treasurer
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Colleen Tinch
Senior Vice President, Head of Marketing
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Company data provided by crunchbase