Retirement Specialist

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Job description

Retirement Specialist

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 10,000 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
Retirement Specialist
at Marsh & McLennan Agency LLC Company.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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.

As our
Retirement Specialist
on the
Retirement Services
team, you will support both the firms Institutional Consultants and Relationship Managers as well as the day to day administrative needs of our retirement plan clients. You will assume a consultative role focused on supporting the Client Relationship Manager/Institutional Consultant in understanding and responding to client needs; anticipating issues and proactively providing solutions. You will be one of the primary points of contact for a number of our defined contribution plan clients - responsible for managing, educating, resolving client issues and building relationships to meet, and ultimately exceed, the needs of Plan Sponsors.

Our future colleague.

Wed love to meet you if your professional track record includes these skills:
Minimum 3 years industry experience with demonstrated confidence of topical knowledge
A student of the industry with demonstrated confidence of topical knowledge
Series 6 and 63 licenses or the ability to attain within 90 days of hire

These additional qualifications are a plus, but not required to apply:
Relevant industry designations preferred
Bachelors degree preferred
Series 65 or 7 preferred
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

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:
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 us out online: (link removed) or flip through our recruiting brochure: (link removed)

Follow us on social media to meet our colleagues and see what makes us tick:
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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.

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

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