Financial Wellness Coach

Marsh McLennan•Boston, MA

1d•$63,200 - $117,900•Remote

About The Position

Financial Wellness Coach Remote, Hours 12:00 – 8:00 p.m. EST Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Financial Wellness Coach at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). A day in the life. We are looking for an energetic, positive person to join the Marsh McLennan Agency Northeast Retirement Services Team. Reporting to the Director of Financial Wellness within our Retirement Services practice, this position will be responsible for delivering individual retirement education and financial wellness materials to our client’s employees and plan participants, both in-person and virtually. In addition, you will assist the team with retention and new business development goals and opportunities. The ideal candidate would be someone who is a self-starter, motivated to succeed and adaptable to change; able to thrive in a fast-paced environment, where the client is the focus and delivering outstanding service is the priority.

Requirements

5+ years of industry experience
A college degree
Securities 65 or 66 license or profession certification
Financial or retirement planning or educational experience.
Proficient to advanced Excel skills; ability to utilize arithmetic formulas, upload spreadsheets, and import/export data
Strong critical thinking skills
Ability to effectively prioritize tasks and manage projects amidst competing deadlines
Excellent organizational skills with a strong attention to detail
Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability.

Responsibilities

Support MMA Retirement Services clients by delivering helpful and effective education and advice to their retirement plan participants
Work with producers and consultants to help them improve client interactions and engagements
Participate in national MMA Retirement Services initiatives
Work with colleagues from other lines of business to collaborate on companywide initiatives