Retirement Account Executive & Team Lead

Lawley Insurance; Buffalo (NY); Hybrid; USD 72,000 - 120,000; Full time

Benefits offered by this job

PTO

Holiday schedule

Hybrid schedule

Medical benefits

401K

Job summary

Lawley Insurance in Buffalo, NY is seeking a Retirement Account Executive/Team Lead to guide and develop the Retirement team, manage a dedicated book of business, and oversee client experiences.

The role offers a hybrid in-office/remote schedule after training, competitive benefits, PTO, and growth opportunities in a family-owned broker with 70+ years in the community.

Qualifications

• At least three years of experience in retirement or a related role.
• Leadership experience in a team setting is preferred.
• Series 7 and 66 OR Series 65 license (or willingness to obtain within 120 days).
• Bachelor’s degree preferred.
• Industry knowledge in Life, Accident & Health and SIE is preferred.
• Proficient in Word, Excel, PowerPoint and Outlook.

Responsibilities

• Lead, coach, and support Lawley Retirement associates, establishing clear expectations and service standards.
• Manage a dedicated book of Lawley Retirement clients, including plan design, proposals, and client presentations.
• Monitor team workflow and client experience; identify trends and implement efficiency improvements.
• Lead integration work for mergers and acquisitions, onboarding acquired staff and client workflows.
• Coordinate with Retirement Sales to onboard new clients and maintain ongoing support.
• Aim to reach a retention goal of 95% or greater.
• Mentor team members on retirement topics and participate in leadership programs.
• Maintain consistent attendance, professionalism, and punctuality.

Skills

Leadership experience

Retirement industry experience

Licensing: Series 7/66 or Series 65

Strong client relationship skills

Team coaching

Education

Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Outlook

Job description

Due to our internal growth and recent acquisitions, our Retirement team is adding a Retirement Account Executive/Team Lead to our Buffalo office! This role is responsible for leading, coaching, and supporting Lawley Retirement associates and managing a dedicated book of business of Lawley Retirement clients. The ideal candidate has at least three years of experience in a similar position, leadership experience, and a Series 7 and 66 OR Series 65 license or willingness to obtain within the first 90 days. This position also comes with a full package - great benefits, competitive PTO and holiday schedule, and the opportunity to work a remote/in-office hybrid schedule once fully trained. If you have retirement plan and leadership experience, and the desire to join one of the best places to work in insurance, please consider applying today!

These are the fundamental responsibilities of the job:

• Lead, coach, and support Lawley Retirement associates reinforcing clear expectations, accountability, collaboration, and consistent service standards.
• This position manages a dedicated book of business of Lawley Retirement clients supporting retirement plan design, making recommendations, preparing proposals and facilitating presentations for clients / participants.
• Monitors retirement team work flow, service delivery, follow-through, and client experience; identifies trends and implements improvements to efficiency and productivity.
• Lead the retirement team’s integration work for mergers and acquisitions, including onboarding acquired associates, clients, workflows, provider relationships, technology, and service practices.
• Coordinate with Lawley Retirement Sales team to establish clear handoffs, effectively onboard new clients, and maintain consistent ongoing service support.
• Reach and maintain retention goal of 95% or greater.
• Serve as an expert and mentor, actively coach and develop team members in retirement topics including but not limited to retirement offerings, clients and systems.
• Attend and participate in all leadership programs, workshops and training sessions to build and maintain effective leadership skills; model professionalism and integrity while guiding the team toward shared goals.
• Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position.

Other functions of the job:

• Expand and grow in your role when supporting miscellaneous duties as requested.

Skills / Traits that we value for this role:

• 3 years or more related experience within the retirement plan industry, which would include the following type of experience: retirement plan client relationship management, retirement plan participant education experience, related corporate retirement plan experience or individual investment experience.
• Prior leadership experience in the retirement industry preferred.
• Bachelor’s Degree preferred.
• Industry knowledge required; Life, Accident and Health and SIE (Securities Industry Essentials) preferred.
• Series 7 and 66 OR Series 65 required (or willingness to obtain in the first 120 days).
• Computers skills are a must; expertise in Word, Excel, PowerPoint and Outlook required.
• Successful completion of all necessary components in Lawley’s leadership development pathway.
• Ability to work well independently and on a team.
• Incredible attention to detail and organizational skills.
• Open to continuing education, college degree preferred.
• Positive attitude, even in a fast-paced environment.
• A passion to make customers and coworkers feel important and valued

A bit about Lawley!

• We are not a call center environment.
• We achieve success by building genuine relationships together, with our teams and clients.
• We are a family owned insurance broker (70+ years!).
• We are deeply committed to the communities we serve and love to get involved.
• We work hard and play hard!

Why Lawley?

• Competitive salary and referral bonuses!
• Expansive Benefits (Medical, Dental, Vision - and SO many more).
• 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule - available 1st day!
• Cell Phone Allowance.
• Company 401K contribution received starting Day 1 (for participants 21+ years old).
• Educational support, career development, and growth opportunities.
• Job Security (we’ve never had a lay-off, even during the pandemic).
• Flexibility, including hybrid schedules! Business hours 8am-4:30pm.
• Comfortable, family-oriented culture, with an emphasis on work life balance.
• Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities).
• Fulfilling opportunities that align with your career path and our business needs.

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $71,706.08 to $119,510.13.