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Lenox Advisors

Part of NFP

Engaged Employer

Relationship Manager - Relationship Manager Lenox Advisors Employee Review

4.0
Jan 31, 2025
Recommend
CEO approval
Business Outlook

Pros

Great place to learn how to be a good financial advisor, learn a good process, and establish a book of business. They are great at taking insurance salespeople and turning them into more well-rounded advisers. It's a great place to learn basic financial planning and how to position insurance in a financial plan.

Cons

Bad place to bring asset management business. The operations are staffed by recent college grads. The investment options are not competitive, mostly because the CIO insists on having extremely conservative asset allocations and is probably too preferential to certain managers. The compensation on assets is extremely low. You really have to work on their multilife disability enrollments, which is low compensation prospecting. If you are not able to cross sell these customers, you will struggle.

Explore other reviews about Lenox Advisors

5.0
Jan 26, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Community is excellent and diverse

Cons

Can be tough for young professionals starting out but that is inclusive of the industry not Lenox especially

4.0
Mar 16, 2026
Recommend
CEO approval
Business Outlook

Pros

Friendly co-workers Good work - life balance

Cons

Pay , benefits, internal fees, 401k

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