Senior Retirement Plan Lead & Client Growth

lawleyagencyllcBuffalo, NYyesterday

Occupations

Personal Financial Advisors Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Investment Fund Managers

Industries

Pension Funds Employment Placement Agencies Portfolio Management and Investment Advice

Lawley Agency, LLC is seeking a dynamic leader for our retirement team in Buffalo, NY. You will mentor associates, design retirement plans, prepare proposals, and present to clients and participants to drive service excellence. You will oversee workflow, improve efficiency, and coordinate mergers & acquisitions integration, while maintaining a 95% retention target and fostering strong client relationships. Hybrid schedule and professional growth opportunities available.

Apply now

Level

ManagerL7

Location

Buffalo, NY

Occupation

Personal Financial Advisors

Industry

Pension Funds

Posted

yesterday

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