Job TitleThese are the fundamental components of the job:Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunitiesDevelop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidanceConduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvementAdvise on plan design, compliance challenges, and corrective strategies (including failed testing)Review and evaluate fund line-ups and performance against benchmarksAssist with client onboarding, education sessions, and finalist presentationsCollaborate with internal teams on reporting, plan operations, and participant servicesServe 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 divisionsExpand and grow in your role when supporting miscellaneous duties as requestedSkills / traits that we value for this role:5+ years of sales and business development experienceMust possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing educationExperienced in conducting group and individual employee education meetingsBachelor's Degree preferredMicrosoft Office experience and skills are a must; Salesforce experience preferredAbility to work well independently and on a teamIncredible attention to detail and organizational skillsPositive attitude, even in a fast-paced environmentA passion to make customers and coworkers feel important and valuedCapability to work quickly and efficientlyMethodical, yet swift decision-making skillsPrecise verbal and written communication skills, even under time constraintsA bit about Lawley!We are not a call center environmentWe achieve success by building genuine relationships together, with our teams and clientsWe are a family owned insurance broker (70+ years!)We are deeply committed to the communities we serve and love to get involvedWe work hard and play hard!!!Why Lawley?Competitive salary and referral bonuses!Expansive benefits (medical, dental, vision—and so many more)Unsupervised PTO and a generous holiday schedule – available 1st day!Company 401K contribution received starting Day 1 (for participants 21+ years old)Educational support, career development, and growth opportunitiesJob security (we've never had a lay-off, even during the pandemic)Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed.Comfortable, family-oriented culture, with an emphasis on work life balanceUnlimited volunteer time off opportunities (so you can assist in serving our communities)Fulfilling opportunities that align with your career path and our business needsCompensation 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.
Retirement Sales / Financial Advisor in darien at Unknown Company
This position is listed as full time and hybrid.