Financial Wellness Consultant

About the role

Marsh McLennan Agency (MMA) is hiring a Financial Wellness Consultant for the Northeast Region. The consultant works closely with sales, service and marketing teams to deliver retirement education and financial wellness services to MMA clients, and reports to the Director of Financial Consulting. The ideal candidate has a background hosting and delivering education and training in retirement or financial services.

Key responsibilities

• Marketing and client management: assist with marketing and prospecting, create new accounts by adding plans into Salesforce, enter fee details, upload images of Service Agreements, request plan documents and update plan details in Salesforce, and track prospects and sales presentation data.
• Servicing existing clients: use broad industry knowledge to manage ongoing service needs of multiple clients, prepare and deliver regular service reports, and work with internal and external partners on participant communication campaigns.
• Participant education: develop, catalog and maintain a library of presentations used by retirement educators, assist with the participant webinar series, and help retirement plan consultants build education campaigns for clients of MMA Retirement Services.

Required profile

• Bachelor's degree in Business Administration, Finance or a related field.
• Strong technical expertise in retirement plan design and administration, including 403(b), 401(k) and pension knowledge and investment plan analysis.
• Excellent communication skills, including advanced writing and presentation skills.
• Commitment to integrity, collaboration, passion, innovation and accountability.
• Additional qualifications are a plus but not required: CEBS or AIF certification, and FINRA Series 6 or 7 and 63, 65 or 66 licensures.

What we offer

• Base salary of $63,200 to $117,900, with possible performance-based incentives.
• Health and welfare benefits, tuition assistance, 401K savings and other retirement programs, and employee assistance programs.
• Generous time off, including personal and volunteering days, and charitable contribution match programs.
• Tuition reimbursement, stock purchase opportunities and hybrid work.