Retirement Account Executive & Team Lead

Lawley Services Inc; Buffalo (NY); Hybrid; USD 7,100 - 120,000; Full time

Benefits offered by this job

Hybrid schedules

3 weeks PTO (prorated)

401K starting Day 1

Educational support and growth

Job summary

Lawley Services Inc. is seeking a senior leader to guide the Retirement team in designing client retirement plans, presenting proposals, and delivering superior service. You will mentor staff, monitor workflows, and drive retention across a growing book of business.

The role emphasizes leadership presence, strong knowledge of retirement offerings, and compliance with securities licensing requirements. Hybrid work options and comprehensive benefits are provided.

Qualifications

• 3+ years of related experience in the retirement plan industry
• Leadership experience in retirement industry preferred
• Series 7 and 66 or Series 65 (or willingness to obtain in 120 days)

Responsibilities

• Lead, coach, and support Lawley Retirement associates reinforcing clear expectations, accountability, collaboration, and service standards
• Manage a dedicated book of business of Lawley Retirement clients; design retirement plans, make recommendations, prepare proposals, and facilitate client presentations
• Monitor workflow and service delivery; identify trends and implement efficiency improvements
• Lead retirement team integration work for mergers and acquisitions including onboarding, workflows, and provider relationships
• Coordinate with Retirement Sales to onboard new clients and provide ongoing service support
• Achieve retention goal of 95% or greater
• Mentor team members in retirement topics and systems
• Attend leadership programs and training to model professionalism and integrity
• Maintain consistent attendance and punctuality

Skills

Leadership experience

Retirement plan knowledge

Client relationship management

Series 7 & 66

Attention to detail

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Salary Range: $71,706.08 To $119,510.13 Annually

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 1 st day!
• 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.

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