Strategic Wealth Advisor for High-Net-Worth Clients

Lenox Advisors; Chicago (IL); On-site; USD 70,000 - 120,000; Full time

Job summary

Lenox Advisors, a premier wealth and insurance advisory firm based in Chicago, seeks experienced Sales Professionals to develop new client opportunities across wealth management, insurance, asset management, risk management, and estate planning.

You will proactively establish and maintain client relationships, present tailored recommendations, and convert prospects into clients while delivering exceptional service that earns referrals.

Qualifications

• Strong client-service orientation and ability to build trust with high-net-worth clients.
• Proven ability to develop and convert new business opportunities.
• Excellent communication and relationship-building skills.
• Willingness to learn and adapt in a collaborative environment.

Responsibilities

• Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
• Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice, and complete sales.
• Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
• Network regularly with existing clients and referrals to build relationships and gain referral business.
• Be your clients’ main point of contact and be accountable for responding to their questions and concerns.
• Be part of a broader team all working together to build client loyalty through a "one team" approach.

Skills

Sales experience

Client relationships

Communication skills

Interpersonal skills

Active listening

Teamwork

Self-motivation

Education

Bachelor's degree or equivalent

Job description

Lenox Advisors, a premier wealth and insurance advisory firm based in Chicago, seeks experienced Sales Professionals to develop new client opportunities across wealth management, insurance, asset management, risk management, and estate planning.

You will proactively establish and maintain client relationships, present tailored recommendations, and convert prospects into clients while delivering exceptional service that earns referrals.