Sales Producer - Retirement Services

Marsh McLennanBrookfield, WI
12dHybrid

About The Position

Sales Producer – 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 Sales Producer 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 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 and exceptional, demonstrated ability to learn new information quickly
  • Client-facing experience including demonstrable relationship-building skills
  • Ability to travel up to 5 nights/month to meet with clients; mileage and expenses reimbursed
  • Series 65 or 66 securities registration licenses or willingness to obtain during first 9 months

Responsibilities

  • 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

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

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