Retirement Consultant

Marsh McLennan•Boston, MA

1d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Retirement Consultant to join their Retirement & Wealth team. This role is responsible for servicing existing or prospective clients and works 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 a client’s long-term business strategies with their retirement plan options and play an important role in securing new clients through the new business development process. This is an opportunity for a Retirement Professional who enjoys 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.
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

Direct consulting experience is preferred.
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
health and welfare benefits
tuition assistance
401K savings and other retirement programs
employee assistance programs