Retirement Consultant

Marsh McLennan • Boston, MA

18h • $89,500 - $166,900 • Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Retirement Consultant to join their Retirement & Wealth team. This role reports to the Managing Consultant and is responsible for servicing existing and prospective clients, working alongside the sales team to retain clients and secure new retirement business. The position offers a strong foundation in retirement consulting, with opportunities for growth within the practice and company. The Retirement Consultant will provide insights and broad knowledge of retirement plans, particularly for clients with formal retirement or investment committee structures. The ideal candidate will align client business strategies with retirement plan options and play a key role in new client acquisition through the new business development process. This is an opportunity for a Retirement Professional who thrives in a fast-paced, collaborative culture.

Requirements

• FINRA Series 65 or 66 licensure required within 120 days of being hired
• Four (4) or more years of industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration.
• Direct consulting experience is preferred.
• Demonstrated ability to apply and expand broad industry knowledge to effectively service and advise existing and future clients
• Excellent communication skills, including advanced writing and presentation skills
• Strong industry knowledge regarding service providers, plan design, industry trends, etc.
• Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
• Comfortable presenting in group environment, both in person and virtually
• Ability to effectively prioritize tasks and manage projects amidst competing deadlines
• Excellent organizational skills with a strong attention to detail
• Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability

Nice To Haves

• Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data.
• Familiarity with Salesforce a plus
• Knowledge of Zoom, Webinar, and video conferencing skills
• CEBS or AIF® Certification or equivalent experience preferred

Responsibilities

• Apply broad industry knowledge to service existing clients and land new clients
• Manage ongoing service needs of multiple clients
• Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc.
• Conduct quarterly investment reviews, present fiduciary concepts and industry topics in a formal setting to a client’s senior leadership team.
• Assimilate industry and competitor benchmarking data and analyze plan design to develop objective recommendations that best fit the client’s objectives
• Engage in RFP activities to effectively plan, assess and make recommendations, on provider selection, investment strategy & development, and plan conversion to the client
• Provide on-going/customized investment advisory service and support, problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc.
• Act as liaison between client and retirement plan service providers to achieve optimal results
• Become well-versed in all of Marsh McLennan Agency’s practices to articulate our services and value proposition to existing and prospective clients

Benefits

• Medical, dental and vision plans
• 401(k) match after one year
• Contribute toward student loan debt
• Generous paid time-off programs ensure you have time to recharge including vacation days, personal days, sick days, holidays, volunteer day, and days for learning & development
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

What This Job Offers

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