Lawley · 3 days ago
Retirement Sales Consultant - Financial Advisor
Shelton, CT
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $141K/yr
5+ years expLawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. They are seeking an experienced Retirement Sales Consultant who will prospect and develop retirement plans while managing relationships with clients and providing ongoing support.
ConsultingEmployee BenefitsInsurance
Responsibilities
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
Seek to cross sell business from existing Lawley divisions
Expand and grow in your role when supporting miscellaneous duties as requested
Qualification
Required
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
Experienced in conducting group and individual employee education meetings
Microsoft Office experience and skills are a must
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
Preferred
Bachelor's Degree preferred
Salesforce experience preferred
Benefits
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 opportunities.
Job Security (we’ve never had a lay-off, even during the pandemic)
Flexibility, including hybrid schedules!
Comfortable, family-oriented culture, with an emphasis on work life balance.
Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities)
Company
Lawley
A privately-owned, independent regional insurance firm .
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Pritzker Private Capital
2023-10-23Private Equity
Leadership Team
Beth Bauman, MBA CPA CGMA
Co-CFO
Bill Fritts
Managing Branch Partner
Recent News
Rochester Business Journal
2025-11-20
Rochester Business Journal
2025-10-17
2024-04-08
Company data provided by crunchbase