Retirement Account Executive / Team Lead - Buffalo, NY (Hybrid)

Retirement Account Executive / Team Lead – Buffalo, NY (Hybrid)

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Location: Buffalo, NY Type: Full Time

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 retirement plan design and providing clients with proactive services with existing and/or future plans with Lawley Retirement Advisors as well as monitoring team functions and prioritizing work flow for the retirement team. The ideal candidate has at least two years of experience in a similar position and a 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!

Fundamental Components of the Job:

• This role is responsible for retirement plan design and providing clients with proactive services with existing and/or future plans with Lawley Retirement Advisors
• You will have the opportunity to identify and make recommendations that are beneficial to your clients needs during quarterly/annual process
• This position builds and maintains relationships with clients including plan sponsors, participants and financial professionals in a client facing environment
• Work with Retirement plan providers to prepare proposals and to facilitate presentations for clients, or conduct presentations personally
• Coordinates and facilitates marketing and implementation of new and existing clients.
• Will conduct group employee education meeting to increase retirement plan participation and salary deferrals.
• Acts as liaison to plan providers, third party admins, attorneys and accountants
• Monitors team functions and identifies ways to improve efficiency and productivity
• Prioritizes work flow for retirement team
• 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
• Be a resource for shadowing/training experiences throughout the footprint

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:

• 2 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.
• Bachelor’s Degree preferred
• Industry knowledge preferred; Life, Accident and Health and Series 65 License preferred
• 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
• 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

What’s in It for You?

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 (nearly 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!
• Call 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.