Retirement Account Executive & Team Lead

Lawley Insurance•Buffalo, NY

4d•Hybrid

About The Position

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!

Requirements

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.
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.
Ability to work well independently and on a team.
Incredible attention to detail and organizational skills.
Positive attitude, even in a fast-paced environment.
A passion to make customers and coworkers feel important and valued

Nice To Haves

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.
Successful completion of all necessary components in Lawley’s leadership development pathway.
Open to continuing education, college degree preferred.

Responsibilities

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

Benefits

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!
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.