Retirement Account Executive

These are the fundamental components of the job:

• Manage an established book of business, including strategic initiatives, plan review meetings, and acting as a liaison between the client and provider
• Responsible for requesting plan information, coordinating fund and plan design changes, and answering participant questions
• Work with Retirement Consultant to identify and make recommendations that are beneficial to your clients needs during quarterly/annual process
• Build and maintain 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
• Participate in finalist presentations for prospective clients
• Will conduct group employee education meeting to increase retirement plan participation and salary deferrals
• Reach and maintain retention goal of 95% or greater

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 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
• 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
• Capability to work quickly and efficiently
• Methodical, yet swift decision-making skills
• Precise verbal and written communication skills, even under time constraints

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!
• 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 $56,750.00 to $101,279.75.