Retirement Plan Advisor – Retirement & Wealth

Marsh McLennan•Cedar Rapids, IA

3d•Hybrid

About The Position

As a Retirement Plan Advisor on the Retirement & Wealth team, you will drive business growth by developing and managing relationships with business clients while providing expert guidance on qualified retirement plan solutions. The role includes prospecting new clients, maintaining and servicing existing accounts, conducting retirement plan reviews, presenting customized strategies, and educating clients through meetings, seminars, and workshops. The ideal candidate is a relationship-focused sales professional with strong knowledge of retirement planning products, financial markets, and regulatory requirements who thrives in a collaborative, client-centered environment. Marsh McLennan Agency (MMA) provides business insurance, employee health and benefits, retirement and wealth, and private client insurance solutions. It combines the personalized service of a local consultant with the global resources of Marsh.

Requirements

Securities licenses: Series 65 or Series 7 and 66.
Knowledge of retirement planning products and services.
Strong customer service, relationship-building, and communication skills.
Ability to work independently and collaboratively in a team environment.
Valid driver’s license and willingness to travel locally to meet with clients.

Responsibilities

Drive business growth by developing and managing relationships with business clients.
Provide expert guidance on qualified retirement plan solutions.
Prospect for new clients.
Maintain and service existing accounts.
Conduct retirement plan reviews.
Present customized strategies.
Educate clients through meetings, seminars, and workshops.