Retirement Account Executive / Team Lead

Lawley Insurance • Rochester, NY

6d • Hybrid

About The Position

Lawley is seeking a Retirement Account Executive/Team Lead for its Buffalo or Rochester, New York office. The position leads, coaches, and supports Lawley Retirement associates while managing a dedicated book of retirement plan clients. It combines team leadership and service oversight with client relationship management, retirement plan design recommendations, proposal preparation, and presentations to clients and participants.

The role monitors team workflow, service delivery, follow-through, and client experience; implements improvements; and leads retirement-team integration work related to mergers and acquisitions. It coordinates with the Retirement Sales team on client handoffs, onboarding, and ongoing service, and is accountable for maintaining a client retention goal of at least 95%. The position also mentors team members and participates in leadership development programs.

The work is in a call-center environment. The role is based in Buffalo or Rochester, NY, with a remote/in-office hybrid schedule available once fully trained. Business hours are 8:00 a.m. to 4:30 p.m. Lawley describes its culture as family-oriented, relationship-focused, and committed to work-life balance and community involvement.

Requirements

• At least 3 years of related experience in the retirement plan industry, such as retirement plan client relationship management, participant education, corporate retirement plans, or individual investment experience.
• Series 7 and Series 66, or Series 65; alternatively, willingness to obtain the required license within the first 120 days.
• Required industry knowledge.
• Computer skills, including expertise in Word, Excel, PowerPoint, and Outlook.
• Successful completion of all necessary components of Lawley’s leadership development pathway.
• Ability to work effectively both independently and as part of a team.
• Strong attention to detail and organizational skills.
• Willingness to continue education.
• Positive attitude in a fast-paced environment.
• Passion for making customers and coworkers feel important and valued.

Nice To Haves

• Prior leadership experience in the retirement industry.
• Bachelor’s degree.
• Life, Accident and Health licenses and Securities Industry Essentials (SIE) qualification.

Responsibilities

• Lead, coach, and support Lawley Retirement associates, reinforcing expectations, accountability, collaboration, and consistent service standards.
• Manage a dedicated book of Lawley Retirement clients, including supporting retirement plan design, making recommendations, preparing proposals, and facilitating client and participant presentations.
• Monitor team workflow, service delivery, follow-through, and client experience; identify trends and implement improvements to efficiency and productivity.
• Lead retirement-team merger and acquisition integration, including onboarding acquired associates, clients, workflows, provider relationships, technology, and service practices.
• Coordinate with the Lawley Retirement Sales team on handoffs, new-client onboarding, and ongoing service support.
• Reach and maintain a client retention goal of 95% or greater.
• Serve as an expert and mentor, coaching and developing team members on retirement offerings, clients, and systems.
• Attend and participate in leadership programs, workshops, and training sessions; model professionalism and integrity while guiding the team toward shared goals.
• Maintain dependable attendance, availability, and punctuality as required to perform the essential functions of the position.
• Perform miscellaneous duties as requested and expand and grow in the role.

Benefits

• Competitive salary and referral bonuses.
• Medical, dental, vision, and other benefits.
• Three weeks of PTO, prorated based on start date, and a generous holiday schedule available from the first day.
• Cell phone allowance.
• Company 401(k) contribution starting on the first day for participants age 21 or older.
• Educational support, career development, and growth opportunities.
• Hybrid schedule flexibility.
• Unlimited Volunteer Time Off opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed