Retirement Consultant

Marsh McLennan Agency; Boston (MA); On-site; USD 90,000 - 167,000; Full time

Benefits offered by this job

Medical, dental and vision plans

401(k) match

Tuition reimbursement

Generous paid time-off

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Boston seeks an experienced Retirement Consultant to join the Retirement & Wealth team. You will service existing clients and help secure new retirement business, translating long‑term business goals into plan design and investment strategies.

Ideal candidates hold FINRA licenses or will obtain them, have 4+ years in retirement planning, and excel at communication, presentation, and collaborative client service in a fast-paced environment.

Qualifications

• Bachelor’s degree and 4+ years of retirement plan experience
• FINRA Series 65 or 66 within 120 days of hire
• Excellent communication and presentation skills
• Strong knowledge of retirement plan design/administration
• Proficiency with MS Office; Salesforce a plus
• Ability to manage multiple clients and projects

Responsibilities

• Service existing clients and land new retirement clients
• Manage ongoing service for multiple clients
• Perform retirement plan design/administration assessments
• Conduct quarterly investment reviews for senior leadership
• Engage in RFP activities for provider selection and plan conversions
• Provide ongoing investment advisory and regulatory updates
• Coordinate with providers to achieve optimal results
• Articulate MMA services to clients and prospects

Skills

Communication

Public speaking

Client service

Time management

Industry knowledge

Education

Bachelor's degree

Tools

MS Excel

PowerPoint

Salesforce

Zoom

Job description

Our not-so-secret sauce. 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 an Associate Consultant at MMA.

Our not-so-secret sauce. 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 an Associate Consultant at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life

Reporting to the Managing Consultant within the Retirement & Wealth team, The Retirement Consultant at MMA will be responsible for servicing existing or prospective clients. This role works alongside the Marsh & McLennan Agency sales team in their efforts to retain existing clients and secure new retirement business. In this position, the employee will gain a strong foundation in all aspects of the retirement consulting business, equipping them to grow within the practice and the company. The Retirement Consultant will be relied upon for insight and broad knowledge of retirement plans for clients, specifically clients who have a formal retirement or investment committee structure. The ideal candidate will thrive in an environment where they can align a client’s long‑term business strategies with their retirement plan options. This position also plays an important role in securing new clients through activities integral to the new business development process. This is a great opportunity for a Retirement Professional who enjoys a fast‑paced, collaborative culture!

Essential Job Functions

• Apply broad industry knowledge to service existing clients and land new clients
• Manage ongoing service needs of multiple clients
• Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc.
• Conduct quarterly investment reviews, present fiduciary concepts and industry topics in a formal setting to a client’s senior leadership team.
• Assimilate industry and competitor benchmarking data and analyze plan design to develop objective recommendations that best fit the client’s objectives
• Engage in RFP activities to effectively plan, assess and make recommendations, on provider selection, investment strategy & development, and plan conversion to the client
• Provide on-going/customized investment advisory service and support, problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc.
• Act as liaison between client and retirement plan service providers to achieve optimal results
• Become well‑versed in all of Marsh McLennan Agency’s practices to articulate our services and value proposition to existing and prospective clients

Requirements

• FINRA Series 65 or 66 licensure required within 120 days of being hired
• Four (4) or more years of industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration. Direct consulting experience is preferred.
• Demonstrated ability to apply and expand broad industry knowledge to effectively service and advise existing and future clients
• Excellent communication skills, including advanced writing and presentation skills
• Strong industry knowledge regarding service providers, plan design, industry trends, etc.
• Strong critical thinking skills with the ability to express ideas clearly, both in written and oral communication
• Comfortable presenting in group environment, both in person and virtually
• 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

Preferred Experience & Knowledge

• Strong knowledge of MS Office Suite (emphasis on Excel & PowerPoint) with strength in analyzing and synthesizing data.
• Familiarity with Salesforce a plus
• Knowledge of Zoom, Webinar, and video conferencing skills
• CEBS or AIF® Certification or equivalent experience preferred

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods.
• Work is performed in a typical interior/office work environment, during core office hours of 8:30 AM to 5:00 PM (Eastern Standard Time).
• Expectation to work in the office four (4) days per week.

Valuable Benefits

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve 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 offered include:

• Medical, dental and vision plans
• 401(k) match after one year
• Contribute toward student loan debt
• Generous paid time‑off programs ensure you have time to recharge including vacation

days, personal days, sick days, holidays, volunteer day, and days for learning & development

• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

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

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

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.

The applicable base salary range for this role is $89,500 to $166,900.

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.