Retirement Analyst

Marsh McLennan•San Diego, CA

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 for employer-sponsored qualified and non-qualified retirement plans and develop working relationships with assigned MMA clients. The role supports plan selection, proposal analysis, implementation, enrollment, and client presentations, while maintaining accurate records and sharing information across the department.

Requirements

College graduate and/or a minimum of three years of securities experience; 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 give oral presentations.
Above-average analytical, problem-solving, and planning skills.
Strong math skills.
Dependability and ability to work as a team player.
Detail-oriented with the ability to multitask.
Ability to maintain the 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 experience in 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 administration pricing of accounts.
Analyze proposals, including costs and benefits.
Review bidding process 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 on sold or transferred business.
Coordinate plan implementation activities with carrier representatives.
Conduct employee open enrollment meetings.
Attend sales meetings as requested.
Coordinate administrative installation with plan provider representatives and accompany 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 build a strong departmental information network.
Perform other duties as assigned.