Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities
Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance
Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement
Advise on plan design, compliance challenges, and corrective strategies (including failed testing)
Review and evaluate fund line-ups and performance against benchmarks
Assist with client onboarding, education sessions, and finalist presentations
Collaborate with internal teams on reporting, plan operations, and participant services
Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance.
Stay informed about regulatory changes and industry trends to provide proactive advice.
Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust.
Other functions of the job:
Seek to cross sell business from existing Lawley divisions
Expand and grow in your role when supporting miscellaneous duties as requested
Skills / traits that we value for this role:
5+ years of sales and business development experience
Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education
Experienced in conducting group and individual employee education meetings
Bachelor's Degree preferred
Microsoft Office experience and skills are a must; Salesforce experience preferred
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
Methodical, yet swift decision-making skills
Precise verbal and written communication skills, even under time constraints
Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant's experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.
