Hybrid Retirement Plan Advisor | Growth & Stock Options

Marsh; West Des Moines (IA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable matching

Stock purchase plan

Job summary

Marsh McLennan Agency, in West Des Moines, IA, is seeking a Retirement Plan Advisor to join our Retirement & Wealth team. You will develop and manage relationships with business clients while providing expert guidance on qualified retirement plan solutions.

The role focuses on prospecting new clients, servicing existing accounts, and delivering retirement plan reviews and tailored strategies. The ideal candidate is a relationship-focused sales professional with strong knowledge of retirement

Qualifications

• Securities licenses (Series 65 or Series 7 and 66).
• Knowledge of retirement planning products and services.
• Strong customer service, relationship-building, and communication skills.
• Ability to work independently and collaboratively in a team environment.
• Valid driver’s license and willingness to travel locally to meet with clients.

Responsibilities

• Drive business growth by developing and managing relationships with business clients while providing expert guidance on qualified retirement plan solutions.
• Prospect new clients, maintain and service existing accounts, conduct retirement plan reviews, present customized strategies, and educate clients through meetings, seminars, and workshops.

Skills

Securities licenses

Retirement planning products

Relationship-building

Communication skills

Independence & teamwork

Valid driver’s license

Job description

Marsh McLennan Agency, in West Des Moines, IA, is seeking a Retirement Plan Advisor to join our Retirement & Wealth team. You will develop and manage relationships with business clients while providing expert guidance on qualified retirement plan solutions.

The role focuses on prospecting new clients, servicing existing accounts, and delivering retirement plan reviews and tailored strategies. The ideal candidate is a relationship-focused sales professional with strong knowledge of retirement