What are the responsibilities and job description for the Retirement Account Executive & Team Lead position at LAWLEY AGENCY, LLC?
These are the fundamental responsibilities of the job:
- Lead, coach, and support Lawley Retirement associates reinforcing clear expectations, accountability, collaboration, and consistent service standards
- This position manages a dedicated book of business of Lawley Retirement clients supporting retirement plan design, making recommendations, preparing proposals and facilitating presentations for clients / participants
- Monitors retirement team work flow, service delivery, follow-through, and client experience; identifies trends and implements improvements to efficiency and productivity
- Lead the retirement team’s integration work for mergers and acquisitions, including onboarding acquired associates, clients, workflows, provider relationships, technology, and service practices
- Coordinate with Lawley Retirement Sales team to establish clear handoffs, effectively onboard new clients, and maintain consistent ongoing service support
- 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
- Attend and participate in all leadership programs, workshops and training sessions to build and maintain effective leadership skills; model professionalism and integrity while guiding the team toward shared goals
- Maintains consistent and dependable attendance, availability, and punctuality as required to effectively perform the essential functions of the position
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:
- 3 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
- Prior leadership experience in the retirement industry preferred
- Bachelor’s Degree preferred
- Industry knowledge required; 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
- Successful completion of all necessary components in Lawley’s leadership development pathway
- 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
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 (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 $71,706.08 to $119,510.13.
Salary : $71,706 - $119,510