Retirement Services Consultant

Boston, Massachusetts

This job has expired.

Retirement Services Consultant

Position Overview:
We are looking for an energetic, positive person to join the Marsh & McLennan Agency - New England Retirement Services Team. Reporting to a Managing Consultant of the Retirement Services team, this position will be responsible for servicing existing or prospective clients and supporting the Marsh & McLennan Agency's Retirement Service sales team in their efforts to secure new retirement business. In this position, the employee will gain a strong foundation of all aspects of the retirement services industry equipping them to grow within the practice, organization and industry.

The Retirement Consultant will be relied upon for insight and broad knowledge of qualified retirement plans for companies of various sizes. The ideal candidate will thrive in an environment where they can align a client's long-term business strategies with their retirement plan options. This position also plays an important role in securing new clients through activities integral to the new business development process. This is a great opportunity for a retirement industry professional who enjoys a fast-paced, collaborative culture!

What can you expect to do?

  • Apply broad industry knowledge to service existing clients and secure new clients
  • Conduct quarterly investment reviews and fiduciary responsibility meetings with respective clients' senior leadership teams
  • Manage ongoing service needs for all assigned clients
  • Perform comprehensive assessments of corporate retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc.
  • Assimilate industry and competitive benchmarking data and analyze plan design in order to develop objective recommendations that best fit the client's objectives
  • Manage RFP activities to effectively plan, assess and make recommendations on provider selection, investment strategy & development, and plan conversion to the client
  • Provide on-going/customized investment advisory service and support; problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc.
  • Act as liaison between client and retirement plan service providers to achieve optimal results
  • Become well-versed in all of Marsh McLennan Agency's practices in order to articulate our services and value proposition to existing and prospective clients
What is in it for you?

Generous benefits package:
  • Comprehensive medical, dental and vision plans
  • 401K and company match program
  • Competitive paid time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
  • $500 home-office voucher so that colleagues may productively work in a remote setting
  • Company-paid life and disability
  • Employee Stock Purchase Plan
  • Paid parental leave
Love coming to work:
  • Culture of respect that practices everything we preach
  • Respect for the entrepreneurial spirit
  • Place to grow, to be challenged - but also to feel that you belong
  • Special way to give back to your community
  • Entrepreneurial work environment and leadership style
  • Office spaces designed to maximize innovation and collaboration
  • A focus on taking time to celebrate success and build relationships
Growth and Development:
  • Advance your career with MMA University
  • Designation programs & CE courses
  • Mentorship and leadership development programs
  • Onsite learning opportunities
  • Be appreciated and rewarded for your work
  • Tuition reimbursement
What we do we look for in a candidate?
  • Conduct quarterly investment reviews and fiduciary responsibility meetings with respective clients' senior leadership teams
  • Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
  • FINRA Series 6 or 7 and 65 or 66 licensure required within 180 days of being hired
  • Excellent communication skills, including advanced writing and presentation skills
  • Ability to effectively prioritize tasks and manage projects amidst competing deadlines
  • Excellent organizational skills with a strong attention to detail
  • Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability.
  • 3-5 years industry/applicable experience with bachelor's degree and strong technical expertise in retirement plan design/administration
  • Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data.
  • Familiarity with Salesforce a plus
  • Knowledge of Zoom, Webinar, and video conferencing skills
  • Ability to use computer keyboard and sit in a stationary position for extended periods.
  • Work is performed in a typical interior/office work environment, during core office hours of 8:30 AM to 5:00 PM (Eastern Standard Time).
  • Extended work hours required on occasion
About Marsh & McLennan Agency:

Colleagues at MMA don't simply work together; they challenge each other to push further, think smarter, and love what they're doing together. Our shared purpose is to be there for our clients in the moments that matter. That's why working at MMA is a unique, exceptional experience. And that's why, at MMA, you can make a career that makes a difference.

Marsh McLennan Agency (MMA) is a full-service insurance, retirement, and risk management firm that specializes in providing proprietary solutions to small and middle market organizations dealing with the complexity of employee benefits and commercial insurance. As a subsidiary of Marsh, the world's largest broker and risk advisor, we provide clients with unparalleled access to local service, regional expertise and global resources. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.Marsh McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, student loan repayment, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.

We promote a culture of personal and professional growth and an environment where we ask our colleagues to challenge each other and themselves. We allow for people to bring their whole-self to work. We support flexible work arrangements and provide the technology to enable this. We expect mutual engagement, so colleagues who own their career and performance will thrive and have a real opportunity to craft their career path. We strive to provide growth opportunities and a platform to jump from with the safety net enabling great rewards and low risk. The biggest risks we ask people to take are to plan for success and engage honestly with a positive and solutions focused attitude.

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