Retirement Plan Consultant - Retirement Services
About The Position
Retirement Plan Consultant – Retirement Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Retirement Plan Consultant at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Retirement Plan Consultant on the Retirement Services team, you’ll provide quality consulting services to MMA clients, responsible for managing the overall relationship of assigned clients of the Retirement Services practice. This includes prepping and leading Plan Sponsor meetings, retaining assigned clients, analyzing fund metrics, and consulting with clients with all aspects of a retirement plan.
Requirements
- Bachelor’s degree or equivalent experience.
- 5 years of experience in the Financial Services industry with exceptional, demonstrated ability to learn new information quickly.
- Client-facing experience with demonstrable relationship-building skills.
- Ability to travel up to 5 nights/month (not necessarily consecutively) to meet with clients; mileage and expenses reimbursed.
Nice To Haves
- Series 65 of 66 securities registration licenses
Responsibilities
- Provide quality consulting services to MMA clients
- Responsible for managing the overall relationship of assigned clients of the Retirement Services practice
- Prepping and leading Plan Sponsor meetings
- Retaining assigned clients
- Analyzing fund metrics
- Consulting with clients with all aspects of a retirement plan
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
