Senior Retirement Account Executive – Buffalo, NY (Hybrid)

Senior Retirement Account Executive – Buffalo, NY (Hybrid)

Due to our internal growth and recent acquisitions, our Retirement team is adding a Senior Account Executive to our Buffalo office! This position will manage an established book of business, including strategic initiatives, plan review meetings, and acting as a liaison between the client and provider as well as 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. The ideal candidate has at least five years of experience in a similar position and a Series 65 license. 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 experience, and the desire to join one of the best places to work in insurance, please consider applying today!

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
• 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 functions 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

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.

Download a PDF