Retirement Relationship Manager – Team Leader

Retirement Relationship Manager – Team Leader

Position Focus:

• This role is responsible for retirement plan design and providing clients with proactive services with existing and/or future plans with Lawley Retirement Advisors
• You will have the opportunity to identify and make recommendations that are beneficial to your clients needs during quarterly/annual process
• This position builds and maintains 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
• Coordinates and facilitates marketing and implementation of new and existing clients.
• Will conduct group employee education meeting to increase retirement plan participation and salary deferrals.
• Acts as liaison to plan providers, third party admins, attorneys and accountants
• Monitors team functions and identifies ways to improve efficiency and productivity
• Prioritizes work flow for retirement team
• Reach and maintain retention goal of 95% or greater
• Support all Lawley Benefit Group initiatives, as guided by Lawley values, sales culture and scorecard

Successful candidates ideally possess:

• 6 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.
• Active FINRA Series 6 or 7, Series 63, and Life Accident and Health.
• Exemplary interpersonal, negotiation, decision-making and multitasking skills.
• Ability to understand and explain technical information to a variety of audiences.
• Dynamic Finalist Sales presentation skills highly preferred
• Relevant knowledge of group insurance products, documents and usages
• Computers skills are a must; Including Word, Excel, & Outlook. Morningstar Advisor Workstation and FI360 are preferred.
• Demonstrated relationship building skills
• Independence and ability to function well on a team
• Incredible attention to detail and organizational skills
• Open to continuing education, college degree preferred
• Positive attitude, even in a high paced environment
• A need to make customers and coworkers feel important and valued
• Must be self-motivated, flexible and be able to use independent judgement.
• Precise verbal and written communication skills, even under time constraints

What’s in it for you? The Lawley Advantage!

• Fulfilling career securing your clients’ well being
• Competitive salary, referral bonuses AND an annual bonus eligibility
• Great Benefits (Medical, Dental, Vision, Wellness– the works!)
• Educational and growth opportunities
• Generous PTO and 401K upon hire
• Comfortable, family oriented culture
• Office hours 8-4:30
• Work hard, play hard!!!

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