Retirement Plan Advisor – Retirement & Wealth

The ideal candidate is a relationship-focused sales professional with strong knowledge of retirement planning products, financial markets, and regulatory requirements, who thrives in a collaborative, client-centered environment. Our future colleague.

About Mmc

• 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.
• 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 (NYSE: MRSH).
• A day in the life.
• We know there are excellent candidates who might not check all of these boxes.
• Don’t be shy.
• Follow us on social media to meet our colleagues and see what makes us tick: · Instagram · Facebook · X · LinkedIn Who you are is who we are.
• We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.
• We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Responsibilities

• As a Retirement Plan Advisor on our Retirement & Wealth team, you will drive business growth by developing and managing relationships with business clients while providing expert guidance on qualified retirement plan solutions.
• This role is responsible for prospecting new clients, maintaining and servicing existing accounts, conducting retirement plan reviews, presenting customized strategies, and educating clients through meetings, seminars, and workshops.
• We’d love to meet you if your professional track record includes these skills: Securities licenses (Series 65 or Series 7 and 66).

Requirements

• 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 and willingness to travel locally to meet with clients.

Benefits

• Marsh McLennan Agency Description: Retirement Plan Advisor – Retirement & Wealth Our not-so-secret sauce.
• Learn more about what makes us different and how you can make your mark as a Retirement Plan Advisor at MMA.
• Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities.
• If you’re close, we’d be very interested in meeting you.
• Valuable benefits.
• We value and respect the impact our colleagues make every day both inside and outside of work.
• Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
• Some benefits included in this role are: Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work Charitable contribution match programs
• Stock purchase opportunities
• To learn more about a career at MMA, check out our website or flip through our recruiting brochure .

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Onsite #MMAretirement