Retirement Plan Advisor – Retirement & Wealth

Marsh Agency; Waverly (IA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) seeks a Retirement Plan Advisor in Iowa to grow our client base by delivering qualified retirement plan solutions and tailored guidance.

You will prospect new business, service existing accounts, conduct plan reviews, present strategies, and educate clients through meetings and seminars. A valid driver’s license and willingness to travel locally are required.

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

• Prospect new clients and grow business for retirement plan services.
• Maintain and service existing accounts and conduct retirement plan reviews.
• Present customized retirement strategies to clients and educate through meetings and seminars.

Skills

Securities licenses

Retirement products knowledge

Customer service

Relationship building

Communication skills

Independent work

Travel readiness

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. 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 make your mark as a

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. 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 make your mark as a Retirement Plan Advisor at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 (NYSE: MRSH).

A day in the life.

As a Retirement Plan Advisor on our Retirement & Wealth team, you will drive business growth by developing and managing relationships with business clients while providing expert guidance on qualified retirement plan solutions. This role is responsible for prospecting new clients, maintaining and servicing existing accounts, conducting retirement plan reviews, presenting customized strategies, and educating clients through meetings, seminars, and workshops. The ideal candidate is a relationship-focused sales professional with strong knowledge of retirement planning products, financial markets, and regulatory requirements, who thrives in a collaborative, client-centered environment.

Our future colleague.

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

• 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.

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 out our website or flip through our recruiting brochure.

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

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

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