What are the responsibilities and job description for the Senior Retirement Account Executive position at LAWLEY AGENCY, LLC?
Job Description
Job Description
These are the fun damental 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
Collaborate with Retirement Consultants 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 final presentations for prospective clients
Will conduct group employee education meetings and individual meetings to increase retirement plan participation and salary deferrals
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 fun ctions of the job :
Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role :
5 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 required; Life, Accident and Health preferred
Series 65 License required
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
Capability to work quickly and efficiently
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!
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.
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