Financial Wellness Consultant

Marsh McLennan Agency; Boston (MA); Hybrid; USD 63,000 - 118,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement and professional

Stock purchase opportunities

401K and other retirement programs

Job summary

Marsh McLennan Agency seeks a Financial Wellness Consultant for the Northeast Region to work with sales, service and marketing teams delivering retirement education and financial wellness services to MMA clients.

Ideal candidate has background in retirement or financial services education delivery, collaborates with internal partners, and supports client communications and campaigns. MMA offers hybrid work and a strong benefits package.

Qualifications

• Bachelor’s degree in Business Administration, Finance or related fields.
• Strong expertise in retirement plan design and administration.
• Excellent written and verbal communication and presentation skills.
• Shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability.
• CEBS or AIF certification and FINRA licenses are a plus.

Responsibilities

• Marketing and client management support for new MMA clients: assist with marketing and prospecting opportunities, create accounts in Salesforce, enter plan details, and track data.
• On-going servicing of existing MMA clients: apply industry knowledge, manage service needs, and deliver regular service reports.
• Provide participant education and financial wellness initiatives: develop educational content and webinars, support client campaigns.

Skills

Excellent communication skills

Strong presentation skills

Education and training delivery

Education

Bachelor's degree in Business Administration, Finance or related fields

Tools

Salesforce

Plan Documents management

Investment plan analysis

Job description

Our not-so-secret sauce.

Our award-winning, inclusive Top Workplace culture is built by extraordinary people who do the hard work every day. The industry’s brightest talent helps us deliver purposeful work and meaningful impact. Learn more about what makes us different and how you can make your mark as a Financial Wellness Consultant for the Northeast Region.

Our not-so-secret sauce.

Our award-winning, inclusive Top Workplace culture is built by extraordinary people who do the hard work every day. The industry’s brightest talent helps us deliver purposeful work and meaningful impact. Learn more about what makes us different and how you can make your mark as a Financial Wellness Consultant for the Northeast Region.

About Marsh McLennan Agency: Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. With offices across North America, we combine the personalized service of a local consultant with the global resources of Marsh McLennan (NYSE:MRSH).

A day in the life.

The Financial Wellness Consultant at Marsh McLennan Agency works closely with our sales, service, and marketing teams to deliver robust retirement education and financial wellness services to our MMA clients. 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.

Marketing and client management support for new MMA clients:

• Assist with marketing and prospecting opportunities
• Create new accounts by adding the plans into Salesforce
• Enter Fee details, upload imaged copy of Services Agreements
• Request Plan Documents and updates plan details in Salesforce
• Track 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

Provide participant education and financial wellness initiatives:

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

Our future colleague.

We’d love to meet you if your professional track record includes:

• A bachelor’s degree in Business Administration, Finance or other related fields.
• A strong technical expertise in retirement plan design and administration, including strong 403(b), 401(k), and pension knowledge, investment plan analysis
• Excellent communication skills, including advanced writing and presentation skills
• Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability

These additional qualifications are a plus, but not required to apply:

• CEBS or AIF® Certification
• 4FINRA Series 6 or 7 and 63, 65 or 66 licensures

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. 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 us out our website or flip through recruiting brochure .

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.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMARet

The applicable base salary range for this role is $63,200 to $117,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.