(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:

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 Responsibilities:

Office Administration & Regional Operations

·       Lead the logistics and coordination of all sales events, including Relationship Manager Happy Hours, "Live Under 5," Lunch & Learns, and dinners. 

·       Support and assist with all technology initiatives, projects, and system conversions. 

·       Partner with Sales Operations to coordinate RM training sessions and related activities. 

·       Provide support to visiting Sales Leadership and Relationship Managers as needed. 

·       Serve as a backup for CT recruiting and onboarding activities. 

·       Maintain ownership of key calendar reminders, including commission deadlines, holidays, office closures, and timesheet submission deadlines. 

·       Perform other duties and participate in special projects as assigned.

Sales Managers & RM Recruitment Support – Back Up for All Regions

·       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. 

·       Reserve conference rooms, prepare recruiting packages for first interviews, and coordinate scheduling of meetings and candidate interviews. 

·       Greet and welcome all recruits, manage meeting confirmations, create recruit meeting agendas, and track recruiting progress, maintaining candidate records throughout the process. 

·       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. 

·       Provide operational and administrative support to Sales Managers, including complex calendaring, travel coordination, meeting logistics, and expense reporting (Concur). 

·       Maintain and coordinate the Sales Market Leader calendar, ensuring key dates and events are tracked and communicated. 

·       Assist the Sales Manager with sending relevant notifications to Relationship Managers, based on unit needs. 

·       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

·       Serve as a workflow and systems champion for platforms such as MOSAIC, supporting process optimization and user enablement. 

·       Support system adoption efforts through documentation, troubleshooting, and change readiness initiatives to promote data accuracy. 

·       Serve as a member of the data feed team responsible for implementing and maintaining carrier data feeds. 

·       Act as a liaison between Sales, IT, Compliance, and other internal partners to facilitate technology-related workflows. 

·       Schedule and coordinate regional training classes and Lunch & Learns, including reserving rooms, ordering meals, and preparing training materials. 

·       Conduct general training sessions for MOSAIC, Compass, the Intranet, computer systems, and general office procedures. 

·       Partner with Sales Operations for RM training alignment and ongoing coordination. 

·       Ensure operational processes are followed consistently, identifying risks for escalation and contributing to procedural improvements. 

·       Participate in ad-hoc Sales Administrative projects and technology initiatives or system conversions.

Knowledge and Experience:

• 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

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:

• Bachelors Degree preferred
  

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.