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Job Description These are the 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., • Seek to cross sell business from existing Lawley divisions, • 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 A bit about Lawley! • We are not a call center environment, • We achieve success by building genuine relationships together, with our teams and clients, • We are a family owned insurance broker (70+ years!), • We are deeply committed to the communities we serve and love to get involved, • 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! Business hours 8am-4:30pm with networking/events after hours as needed., • Comfortable, family-oriented culture, with an emphasis on work life balance, • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities), • Fulfilling opportunities that align with your career path and our business needs 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.

Job Description:\n\nCommunity Assignment Name Director of Life Enrichment II HCM Job Title Director of Life Enrichment II Group Community Life Services Department Community Life Services Team Life Enrichment Position Reports To Executive Director FLSA Status Salaried / Exempt POSITION SUMMARY: The Director of Community Life Services is responsible for the planning, coordinating and directing of a wide and varied scope of activities and programming which meet the spiritual, emotional, intellectual, vocational, social, physical and environmental needs of the residents. The programming is designed to meet the needs and to develop future programs to help meet the wellness needs of the residents (including but not limited to intellectual, occupational, social, environmental, spiritual, emotional, nutritional and physical.) The development of the programming must meet the requirements of the LCS Lifestyles and Health Services. The Director must support and illustrate the LCS Cares Program and Hospitality Promises. ESSENTIAL JOB FUNCTIONS:Supervise the Life Enrichment Department (two or more full-time/equivalent staff members) to include interviewing, hiring (with approval from the Executive Director), training, evaluating, and counseling within established policies and procedures. Supervise all volunteers to include interviewing, orientation, and coordinating appropriate activities for volunteers to conduct with residents. Promote a healthy community culture for all residents and employees. This is a whole-person approach to health and wellness which includes eight dimensions of wellness: Emotional, Environmental, Health Services, Intellectual, Physical, Social, Spiritual and Vocational. Ensure and exceed residents’ wellness needs relating to their mind, body and soul, which may also have a positive effect on the employees, as a result. Plan and coordinate volunteer and/or pay-per-service entertainment for special events, seasonal events, and educational speakers related to wellness topics that meet the needs and interests of the residents. Responsible for activity-related program training for all staff. Plan, schedule, and coordinate all resident activities, including special events following the Community’s Life Enrichment programs (i.e. Lifestyles and Health Services, Embrace the World, Ambassador, and Heartfelt Connections™ Memory Care Program) on a monthly basis. Ensure active facilitation and successful implementation of the LCS Extraordinary Impressions hospitality program, LCS Cares Program and the Lifestyle & Healthy Services Program. Plan, coordinate and direct a balanced program of spiritual, emotional, intellectual, vocational, social, physical and environmental activities with the intent of including all residents in some area of lifestyle activity. Provide individual and group educational opportunities for residents and staff in the area of disease prevention and management in the holistic spirit of the Lifestyle and Health Services Wellness Program. Lead daily resident activities per the Company’s standards. Tracking of activity participation for all residents. Communication of information to the Health Services department regarding activity participation and activity ability changes in status that may require resident Care Plan updates. Participate in resident Plan of Care and evaluation team meetings. Gather each resident’s interests at round table through the Social Spiritual History Assessment for planning person-center approach activities. Ensure the Community Experience Training Standards Manual is completed timely and in accordance to the standard’s practice. Create annual plan, goals, budgets, pricing and performance standards; maintain appropriate records pertaining to the department budget; monitors and controls cost expenditures, providing justifications/explanations for variances as appropriate. Submit all appropriate billings for services provided by the department. Prepare and distribute the monthly calendars according to the Company’s standards. Gather and present information, articles, and photos for the newsletter. Incorporate recreational activities from the outside community and develop close working relationships with those community organizations. Maintain adequate supply of adult activity materials. Oversees coordination of transportation for resident appointments, as well as regular and special recreational outings. May be responsible for transporting residents to appointments, as well as regular and special recreational outings. Report all program policy and/or procedure discrepancies to the Executive Director. Rotate with other managers as “Manager on Duty.” In combination with other personnel, keep electronic resident database(s) up to date. Supports creating a culture where the business decisions made in this position, along with individual employee engagement, drive top-line revenue and occupancy. GENERAL JOB FUNCTIONS:The Community embraces a culture of hospitality. To that end, all employees are expected as a condition of employment to practice the LCS Hospitality Promises™ in all interactions with residents, fellow employees, and guests: We greet you warmly, by name and with a smile. We treat everyone with courteous respect. We anticipate your needs and act accordingly. We listen and respond enthusiastically in a timely manner. We hold ourselves and one another accountable. We make you feel important. We embrace and value our differences. We ask, “Is there anything else I can do for you?” We maintain high levels of professionalism, both in conduct and appearance, at all times. We pay attention to details. Act as Manager on Duty as directed by the Executive Director. May assist the Executive Director in performing administrative functions, handling resident inquiries and conducting building tours; may also perform switchboard relief. Observe and abide by all regulations to ensure that personal health information is protected during its collection, use, disclosure, storage, and destruction within the community; and to ensure only the minimum necessary information is known to function in this position. Assure resident safety. Follow written and oral directions. Maintain confidentiality of resident and community information. Assist new employees in following established community policies and procedures. Complete assignments timely, completely and accurately. Attend all in-services as assigned or requested. Participate in interdisciplinary team and other community meetings as assigned or requested. Consistently work cooperatively with residents, co-workers, physicians, families, consultant personnel and other ancillary service providers. Observe all community safety policies and procedures. Is observant of safety hazards and emergency situations, and reports to appropriate person or takes corrective action according to established procedures. Come to work in a clean, neat uniform and consistently present an appropriate professional appearance. Come to work as scheduled and consistently demonstrate dependability and punctuality, complies with attendance policy. Assume accountability for data contained in the employee handbook. Assumes accountability for compliance with Federal, State, and other regulations within scope of control and of which informed. Observe infection control procedures. Follow Residents’ Rights policies at all times. Observe all community policies and procedures. Accept assigned duties, instructions or correction in a cooperative manner, voicing concerns or disagreement in a professional manner through established chain of authority according to state procedures. Perform incidental housekeeping and maintenance tasks as may arise during the course of regular duties, in order to maintain a clean, safe, pleasant environment for residents, visitors and staff. Perform all other related duties as assigned in an effective, timely and professional manner. Associate or Bachelor’s degree in recreational activities/life enrichment or the equivalent of working experience in the field Three years’ working experience in activities/life enrichment with seniors Two years’ experience working with memory care residents, if applicable to community Two year supervisory experience preferred Must possess current and valid driver’s license consistent with the requirements determined by size of vehicle and laws of the state in which the driver is licensed Must possess personal driving record consistent with the requirements of the Driver Selection Policy Doctor’s statement verifying free from communicable disease, if applicable to your state Willingness to be available for any/all emergencies regarding the community The ability to speak, read and comprehend the English language Must be artistically creative, motivational, and energetic with a passion for serving others Must possess patience and sensitivity to others’ needs; ability to work with community groups; willingness to work beyond normal working hours Familiarity with Adobe Acrobat and/or Adobe Reader Familiarity with Microsoft Office Suite products Familiarity with required electronics, including but not limited to iPads, tablets, smart TV’s and digital cameras Familiarity with social media preferred Good communication skills (oral and written) Good inter-department communication and teamwork skills Capable of administering employee incentive, retention and training programs Personal computer General equipment: printer, scanner, fax machine, copier, telephone, calculator, cell phone, Lifts and carries up to 50 lbs. with assistance occasionally Pushes and pulls up to 50 lbs. with assistance occasionally Climbs, reaches, bends and twists occasionally Reaches, bends and twists occasionally Sits, stands and walks frequently Light work – exerts up to 20 lbs. of force occasionally, and/or a negligible amount of force frequently or constantly to move objects. Routinely process written information as in policies and procedures, posted notices, instruction materials, regulations, etc. Routinely complete forms and other written documentation. Routinely observe resident actions, gestures, and facial expressions. Routinely recognizes auditory call signals, emergency alarms, wander monitoring system signals, soft voices of the elderly and verbal communication within the workplace. Routinely observes odors relevant to resident medical and personal care conditions, and those undesirable in the environment. Routinely interacts with individuals highly dependent on vocal communication – residents, family members, vendors, and co-workers – in circumstances requiring audible and intelligible vocalizations. Routinely interact with individuals (residents, family members, staff, etc.) who may be discourteous, tactless, demanding, verbally and/or physically threatening or abusive, angry or hostile, emotionally vulnerable or mentally ill, vulgar, mean-natured. Routinely called upon to control own emotions and behaviors so as to protect residents’ rights and to respond professionally with respect and dignity. Individual must be able to use protective equipment and take proper precautions and emergency Position is considered at minimal risk of exposure to infections through close contract with residents; minimal hazards associated with chemicals used for general cleaning and disinfecting throughout the community; and some craft materials/supplies. EXPERIENCE AND EDUCATION:Associate or Bachelor's degree in recreational activities/ life enrichment or the equivalent of working experience in the fieldThree years' working experience in activities/life enrichment with seniorsTwo years' experience working with memory care residents, if applicable to communityTwo year supervisory experience preferred LICENSE/CERTIFICATION OR OTHER SPECIAL REQUIREMENTS:Must possess current and valid driver's license consistent with the requirements determined by size of vehicle and laws of the state in which the driver is licensedMust possess personal driving record consistent with the requirements of the Driver Selection PolicyDoctor's statement verifying free from communicable disease, if applicable to your stateWillingness to be available for any/all emergencies regarding the community QUALIFICATIONS:The ability to speak, read, and comprehend the English languageMust be artistically creative, motivational, and energetic, with a passion for serving othersMust possess patience and sensitivity to other's needs; ability to work with community groups; willingness to work beyond normal working hoursFamiliarity with Adobe Acrobat and/or Adobe ReaderFamiliarity with Microsoft Office Suite productsFamiliarity with required electronics, including but not limited to iPads, tablets, smart TV's and digital camerasFamiliarity with social media preferred Good communication skills (oral and written)Good inter-department communication and teamwork skillsCapable of administering employee incentive, retention and training programs DELEGATION OF AUTHORITY: Life Enrichment staff PHYSICAL REQUIREMENTS: Tools, equipment, machines used on the job: Personal computerGeneral equipment: printer, scanner, fax machine, copier, telephone, calculator, cell phone, postage machine, digital camera, iPad/tablet, smart TV’s etc. Physical activities of the position:Lifts and carries up to 50 lbs. with assistance occasionallyPushes, and pulls up to 50 lbs. with assistance occasionallyClimbs, reaches, bends and twists occasionallyReaches, bends, and twists occasionallySits, stands and walks frequently Physical requirements of the job: Light work- exerts up to 20 lbs. of force occasionally, and/or a negligible amount of force frequently or constantly move objects SENSORY/COGNITIVE REQUIREMENTS: This list is not to be inclusive, rather exemplary of times of sensory/cognitive activities involved in performance of job functions. Recognition/vision and mental processing Routinely process written information as in policies and procedures, posted notices, instruction materials, regulations, etc.Routinely complete forms and other written documentationRoutinely observe resident actions, gestures, and facial expressions Hearing Routinely recognizes auditory call signals, emergency alarms, wander monitoring system signals, soft voices of the elderly and verbal communication within the workplace Smell Routinely observes odors relevant to resident medical and personal care conditions, and those undesirable in the environment Verbal communication Routinely interacts with individuals highly dependent on vocal communication- residents, family members, vendors, and co-workers- in circumstances requiring audible and intelligible vocalizations PROFESSIONAL BEHAVIOR REQUIREMENTS: This list is not to be inclusive, rather exemplary of times of emotional and behavioral activities involved in performance of job functions.Routinely interact with individuals (residents, family members, staff, etc.) who may be discourteous, ta