Retirement Plan Advisor – Retirement & Wealth

Marsh McLennan • Waverly, MI

2d • Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Retirement Plan Advisor for its Retirement & Wealth team. The role drives business growth by developing and managing business-client relationships and providing guidance on qualified retirement plan solutions. The advisor prospects new clients, services existing accounts, conducts retirement plan reviews, presents customized strategies, and educates clients through meetings, seminars, and workshops. The ideal candidate is a relationship-focused sales professional with knowledge of retirement planning products, financial markets, and regulatory requirements who works effectively in a collaborative, client-centered environment. The position involves hybrid work and local travel to meet with clients.

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.
• Willingness to travel locally to meet with clients.

Responsibilities

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

Benefits

• Generous time off, including personal and volunteering time.
• Tuition reimbursement.
• Professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed