Financial Wellness Consultant

Marsh McLennan • Boston, MA

13d • Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Financial Wellness Consultant to join their team. This role involves working closely with sales, service, and marketing teams to provide retirement education and financial wellness services to clients and their employees. The position reports to the Director of Financial Consulting. The ideal candidate will have experience in delivering education and training within the retirement or financial services industries. MMA offers business insurance, employee health & benefits, retirement, and private client insurance solutions, combining local service with global resources.

Requirements

• A bachelor’s degree.
• Strong technical expertise in retirement plan design/administration.
• Strong 403(b), 401(k), and pension knowledge.
• 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.
• Ability to speak both English and Spanish fluently.

Responsibilities

• Assist with marketing and prospecting opportunities for new MMA clients.
• Create new accounts by adding plans into Salesforce and entering fee details.
• Upload imaged copies of Services Agreements and request Plan Documents.
• Update plan details and track prospects/sales presentation data in Salesforce.
• Provide personalized guidance, education, and advice on budgeting, saving, investing, and debt management.
• Help participants set and prioritize financial goals, create actionable plans, and monitor progress.
• Assist in developing strategies for retirement planning, wealth accumulation, and financial security.
• Work with participants to address and modify financial behaviors and attitudes.
• Apply broad industry knowledge to service existing clients.
• Manage ongoing service needs of multiple clients and prepare/deliver regular service reports.
• Work with internal and external partners to develop targeted participant communication campaigns.
• Develop, catalog, and maintain a comprehensive library of participant education and financial wellness presentations.
• 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

• Medical, dental and vision plans
• 401(k) match after one year
• Contribute toward student loan debt
• Generous paid time-off programs (vacation days, personal days, sick days, holidays, volunteer day, learning & development days)
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities
• Health and welfare benefits
• Employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level