Retirement Education Specialist

Company:

Description:

Retirement Education Specialist

Position Overview:

The Retirement Education Specialist at Marsh McLennan Agency works closely with our sales service and marketing teams to deliver robust retirement education and financial wellness services to our clients and their employees. The position reports to the Director of Financial Consulting. The ideal candidate will have a background hosting and delivering education and training within the retirement or financial services industries.

Our not-so-secret sauce.

Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 15000 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 Retirement Education Specialist 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 over 300 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).

A day in the life.

We are seeking a Retirement Education Specialist with a minimum of 5 years of relevant experience noted below to join our Northeast Retirement Services team.

What can you expect to do

Provide participant education and financial wellness initiatives:

• Deliver financial education live and virtually to MMA retirement and financial wellness clients
• Develop catalog and maintain a comprehensive library of participant education and financial wellness presentations to be utilized by MMAs retirement educators
• Assist with MMAs participant focused webinar series
• Assist retirement plan consultants with the development of participation education campaigns for MMA Retirement Services Clients

Marketing and client management support for new MMA clients:

• Assist with marketing and prospecting opportunities
• Creates new accounts by adding the plans into Salesforce
• Enter Fee details upload imaged copy of Services Agreements
• Requests Plan Documents and updates plan details in Salesforce
• Tracks prospects/sales presentation data in Salesforce

On-going servicing of existing MMA clients:

• Apply broad industry knowledge in order to service existing clients
• Manage ongoing service needs of multiple clients
• Prepare and deliver regular service reports to MMA clients
• Work with internal and external partners to develop a targeted participant communication campaign designed to drive participant engagement

Our future colleague.

Wed love to meet you if your professional track record includes these skills:

• A bachelors degree and strong technical expertise in retirement plan design/administration including strong 403(b) 401(k) and pension knowledge
• Excellent communication skills including advanced writing and presentation skills
• Shared commitment to company values; Integrity Collaboration Passion Innovation Accountability.
• CEBS or AIF Certification highly desired
• 4FINRA Series 6 or 7 and 63 65 or 66 licensure highly desired.

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 well-being 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 plans
• 401(k) match after one year
• Contribute toward student loan debt
• Generous paid time-off programs ensure you have time to recharge including vacation days personal days sick days holidays volunteer day and days for learning & development
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs and stock purchase opportunities

To learn more about a career at MMA check us out online: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:

• 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.

  Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.