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    Retirement Account Executive - Buffalo, United States - LAWLEY AGENCY, LLC

    LAWLEY AGENCY, LLC
    LAWLEY AGENCY, LLC Buffalo, United States

    1 week ago

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    Description

    Job Description

    Job Description

    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 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

    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 $51,498.15 to $85,830.25.

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