Who we are:
Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in our San Francisco office for a Part-Time Client Service Associate, supporting a successful Financial Advisor/Insurance Producer for about 20 hours per week.
The Client Service Associate Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy process. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.
What you’ll be doing:
Pre-Sale and New Business
What we’re looking for:
The successful candidate will have a bachelor’s degree and at least one year of relevant experience, particularly in Financial Services/Insurance industry. Insurance product knowledge (life, disability and long term care) preferred. The ability to interact with clients diplomatically and professionally is a must. Excellent verbal and written communication skills are essential. The candidate must have the ability to work independently and multi-task while paying attention to detail as well as be highly organized and able to prioritize in a fast paced sales environment. Must be proficient in Microsoft Office programs as well as experience utilizing a Client Relationship Management (CRM) system.