Hybrid Financial Wellness Consultant – Retirement Education

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

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.