Part-time Financial Wellness Coach

Marsh McLennan Agency; Boston (MA); Remote; USD 10,000 - 60,000; Part time

Job summary

An established industry player is seeking a Financial Wellness Coach to join their dynamic team. This role involves delivering impactful retirement education and financial wellness materials to clients, both in-person and virtually. The ideal candidate will have a strong background in financial services, along with excellent organizational and critical thinking skills. You'll be part of a collaborative environment that values integrity and innovation, contributing to meaningful work that makes a difference in clients' lives. If you're passionate about helping others achieve financial wellness, this opportunity could be the perfect fit for you.

Qualifications

• 5+ years of industry experience in financial services.
• Securities 65 or 66 license or relevant certification required.

Responsibilities

• Deliver retirement education and financial wellness materials to clients.
• Assist with retention and new business development goals.

Skills

Industry experience

Securities 65 or 66 license

Financial planning experience

Advanced Excel skills

Critical thinking

Task prioritization

Organizational skills

Education

Relevant financial certification

Job description

Marsh McLennan Agency provided pay range

This range is provided by Marsh McLennan Agency. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$35.00/hr - $50.00/hr

Financial Wellness Coach - Part-time (15 - 25 hours) and Remote

We are looking for an energetic, positive person to join the Marsh McLennan Agency – New England Retirement Services Team. Reporting to the Director of Financial Wellness within our Retirement Services practice, this position will be responsible for delivering individual retirement education and financial wellness materials to our client’s employees and plan participants, both in-person and virtually. In addition, you will assist the team with retention and new business development goals and opportunities.

The ideal candidate would be someone who is a self-starter, motivated to succeed and adaptable to change; able to thrive in a fast-paced environment, where the client is the focus and delivering outstanding service is the priority.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s 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 a Financial Wellness Coach at MMA.

A day in the life.

• Support MMA Retirement Services clients by delivering helpful and effective education and advice to their retirement plan participants
• Work with producers and consultants to help them improve client interactions and engagements
• Participate in national MMA Retirement Services initiatives
• Work with colleagues from other lines of business to collaborate on companywide initiatives

Our future colleague.

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

• 5+ years of industry experience
• Securities 65 or 66 license or profession certification
• Financial or retirement planning or educational experience.
• Proficient to advanced Excel skills; ability to utilize arithmetic formulas, upload spreadsheets, and import/export data
• Strong critical thinking 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.

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.

The applicable base pay for this role is $35 - 50/hour. 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.

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.

Seniority level

Mid-Senior level

Employment type

Part-time

Job function

Consulting, Education, and Finance

Industries

Insurance and Financial Services