Retirement Analyst

Marsh McLennan•San Diego, CA

4d•$41,200 - $76,800

About The Position

Under supervision, the Retirement Analyst works with Client Executives, Principals, and/or Client Managers in the Retirement Services Division to provide professional service relating to employer-sponsored qualified and non-qualified retirement plans. The role also develops working relationships with assigned MMA clients. The position supports retirement plan provider selection, account pricing, proposal analysis, presentations, plan transfers, enrollment, and plan implementation. It also maintains client and plan records, coordinates with provider and carrier representatives, and contributes to the department’s shared information network.

Requirements

College graduate and/or a minimum of three years of securities background; experience in qualified retirement planning is preferred.
Obtain or maintain a valid, unrestricted Series 65 securities license through FINRA and meet continuing education requirements.
Excellent verbal and written communication skills, including the ability to deliver oral presentations.
Above-average analytical, problem-solving, and planning skills.
Strong math skills.
Dependable and a good team player.
Detail-oriented, with the ability to multitask.
Ability to maintain confidentiality of client information.
Ability to exercise independent judgment and initiative within established guidelines.
Strong proficiency in Microsoft Word, Excel, and PowerPoint; average skill navigating the Internet.
Valid California driver’s license and dependable transportation.

Nice To Haves

Securities background within the qualified retirement planning arena.

Responsibilities

Assist Client Executives, Principals, and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
Prepare account administration pricing.
Analyze proposals, including costs and benefits.
Review bidding results with Client Executives, Principals, and/or Client Managers.
Provide recommendations on proposals to be presented.
Maintain and organize the Salesforce customer relationship management system.
Track plan transfers and Broker of Record changes.
Coordinate and prepare materials for formal presentations by Client Executives, Principals, and/or Client Managers.
Accompany Client Executives, Principals, and/or Client Managers on off-site presentations.
Prepare and coordinate announcement materials for enrollment processes on sold or transferred business.
Work with carrier representatives to coordinate activity for smooth implementation of new plans.
Conduct employee open enrollment meetings.
Attend sales meetings as requested.
Coordinate administrative installation with plan provider representatives and accompany provider representatives to meetings.
Prepare files and other records needed for MMA.
Keep abreast of the marketplace.
Maintain MMA's professional standards when working with clients.
Share information with Benefit Analysts and others to support a strong department information network.
Perform other duties as assigned.