Senior Retirement Plan Consultant
Senior Retirement Plan Consultant
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1 Vacancy
Job Description
Company:
Description:
Our notsosecret sauce.
Awardwinning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys 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 thrive as a Sr. Retirement Plan Consultant at Marsh McLennan Agency (MMA).
MMA provides business insurance employee health & benefits retirement and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).
Applicants must be within driving distance to our North Atlanta (Alpharetta) GA office to be considered for this role and have the ability to commute to a local office a minimum of three days per week.
A day in the life.
As a Sr. Retirement Plan Consultant you will:
- Builds strong partnerships with both clients and vendors based on the shared commitment to mutual goals
- Responsible for the preparation deliverance and follow through from client meetings (plan reviews) conducted either in person or via conference call
- Manages pricing strategy RFIs RFPs and benchmarking for current clients
- Supports sales process for new business
- Facilitates plan design and investment changes with the recordkeeper
- Completes analysis and sees through resolution to common operational issues
- Work with clients in coordination with internal resources to address investment matters and design participant education strategies
- Participates in education and project related support as needed
- Stays abreast of current market business regulatory and legislative issues & trends to facilitate discussions with clients
- Serves as a Relationship Manager to the firms institutional clientele providing service plan design education and recordkeeper/TPA/Other Vendor support
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
- Minimum of Bachelors Degree or higher (Major in Business Administration preferred
- Minimum of 7 Years Experience in working with Retirement Plan Sponsors
- Student of the industry with demonstrated confidence of topical knowledge
- Demonstrated knowledge of defined contribution financial products and services
- Customer Focused: Passionate drive to delight our customers and offer solutions that deliver on their expectations
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a wellreasoned solution
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
- Learning Agility: Openness to new ways of thinking
- Enjoys multitasking and works well under pressure very organized
- Possesses a drive for results through accountability and
- Excellent written and oral communication skills
- Motivated selfstarter must enjoy working independently in a team environment
- Willingness to develop new business opportunities and generate cross selling opportunities where appropriate
- Able to obtain Series 65 or Series 66 license within 90 days of employment
- Relevant industry designations preferred
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve built a culture that promotes colleague wellbeing through robust benefit programs and resources encourages professional and personal development and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Medical dental and vision insurance
- 401K and company match program
- Companypaid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA check us out online: http://marshmma/careers or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
Required Experience:
Senior IC
Employment Type
Full-Time
