Retirement Plan Account Manager Job at Lawley Insurance, Buffalo, NY

  • Lawley Insurance
  • Buffalo, NY

Job Description

TO APPLY - Please utilize the following link:

Lawley Retirement Advisors is looking to add a Retirement Account Executive (Manager) to their Buffalo, NY team! This position would work with clients (businesses) on their retirement needs, including strategic initiatives, plan reviews, and act as a liaison between the client and provider. This person would also work with our Retirement Sales team to make recommendations to clients based upon their needs. The ideal candidate has at least 2 years’ experience in the retirement industry, a NYS LAH license, and a Series 65/63 or 66 license, or the willingness to obtain these within 6 months of hire. Lawley is a family owned organization with strong core values and an emphasis on work/life balance. We offer endless opportunities to develop and grow, as well as a complete benefits package. This includes competitive benefits, generous PTO and holiday time, a hybrid remote/in office schedule once trained, and so much more! If you have retirement experience, the appropriate licenses, and the desire to join one of the best organizations in the WNY area, please apply today! We’d love to chat with you confidentially.

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 63/65 OR Series 66 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.

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!
  • 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 to $101,279.75.

About Lawley Insurance:

The Lawley Mission Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust. We would love to welcome you to our Lawley Family! Take a look at our careers page to get more information on our current openings:

Job Tags

Holiday work, Full time, Remote job,

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