Financial Wellness Consultant
Marsh McLennan•Boston, MA
•$63,200 - $117,900•Hybrid
About The Position
The Financial Wellness Consultant at Marsh McLennan Agency works closely with our sales, service, and marketing teams to deliver robust retirement education and financial wellness services to our MMA clients. The position reports to the Director of Financial Consulting. The ideal candidate will have a background hosting and delivering education and training within the retirement or financial services industries.
Requirements
- A bachelor’s degree in Business Administration, Finance or other related fields.
- A strong technical expertise in retirement plan design and administration, including strong 403(b), 401(k), and pension knowledge, investment plan analysis
- Excellent communication skills, including advanced writing and presentation skills
- Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
Nice To Haves
- CEBS or AIF® Certification
- FINRA Series 6 or 7 and 63, 65 or 66 licensures
Responsibilities
- Assist with marketing and prospecting opportunities
- Create new accounts by adding the plans into Salesforce
- Enter Fee details, upload imaged copy of Services Agreements
- Request Plan Documents and updates plan details in Salesforce
- Track prospects/sales presentation data in Salesforce
- Apply broad industry knowledge in order to service existing clients
- Manage ongoing service needs of multiple clients
- Prepare and deliver regular service reports to MMA clients
- Work with internal and external partners to develop a targeted participant communication campaign designed to drive participant engagement
- Develop, catalog and maintain a comprehensive library of participant education and financial wellness presentations to be utilized by MMA’s retirement educators
- Assist with MMA’s participant focused webinar series
- Assist retirement plan consultants with the development of participation education campaigns for MMA Retirement Services Clients
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- health and welfare benefits
- tuition assistance
- 401K savings and other retirement programs
- employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
