Retirement Sales Consultant - Financial Advisor

TO APPLY PLEASE UTILIZE THE FOLLOWING LINK : https : / / www.lawleyinsurance.com / careers / retirement-sales-financial-advisor-connecticut /

Lawley welcomes confidential conversations with experienced Retirement sales / financial advisors (with or without a book of business) in the Connecticut region! If you have imagined yourself aligned with a knowledgeable, supportive and established team as you work towards OWNERSHIP in your own business, and partnering with an established broker—you should be calling us! We have a demonstrated model that allows sales consultants / advisors to maintain and grow equity in their book of business while focusing on what you do best : sales. Our 70+ year track record is proven, and we invite you to contact us if you are looking for flexibility, financial success, outstanding benefits, and a “work hard, play hard” culture that continuously provides resources, support as well as educational and professional challenges! Confidentially reach out to our team to learn more at Kim Navagh (Director of Recruitment) knavagh@lawleyinsurance.com, 716-849-4335.

Fundamental Components of the Job :

• 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 :

Skills / Traits That We Value for This Role :

What’s in It for You? :

A bit about Lawley! :

Why Lawley? :

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.

About Lawley Insurance :

The Lawley Mission

Lawley is a dynamic, independent regional firm of insurance professionals specializing in property and casualty, employee benefits and risk management consulting. We protect assets and minimize risk to help our customers avoid financial hardship. We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust.

We would love to welcome you to our Lawley Family!

Take a look at our careers page to get more information on our current openings : https : / / www.lawleyinsurance.com / career-opportunities /