Financial Wellness Consultant

Marsh McLennan•Boston, MA

2d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Financial Wellness Consultant for the Northeast Region. This role is integral to delivering robust retirement education and financial wellness services to MMA clients, working closely with sales, service, and marketing teams. The position reports to the Director of Financial Consulting. The ideal candidate will have experience in 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.
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 for new MMA clients.
Create new accounts by adding plans into Salesforce.
Enter Fee details and upload imaged copy of Services Agreements.
Request Plan Documents and update plan details in Salesforce.
Track prospects/sales presentation data in Salesforce.
Apply broad industry knowledge 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 targeted participant communication campaigns to drive engagement.
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.