Sales Producer - Retirement Services

Marsh • Brookfield, WI

124d

About The Position

As our Sales Producer on the Retirement Services team, you’ll consult and assist our clients and prospects with all aspects of a retirement plan, from the day-to-day administrative issues to compliance, plan design, investment strategies, vendor selection, and overall fiduciary governance.

Requirements

• Bachelor’s degree or equivalent experience
• 5 years of experience in the Financial Services industry
• Exceptional ability to learn new information quickly
• Client-facing experience with demonstrable relationship-building skills
• Ability to travel up to 5 nights/month to meet with clients
• Series 65 or 66 securities registration licenses or willingness to obtain during first 9 months

Responsibilities

• Consult and assist clients and prospects with retirement plans
• Handle day-to-day administrative issues related to retirement plans
• Ensure compliance with retirement plan regulations
• Design retirement plans tailored to client needs
• Develop investment strategies for retirement plans
• Select vendors for retirement plan services
• Oversee overall fiduciary governance of retirement plans

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees