Description :

Retirement Specialist

Our not-so-secret sauce.

More than 10, 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 Retirement Specialist at Marsh & McLennan Agency LLC Company.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, 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 McLennan (NYSE : MMC).

A day in the life.

As our Retirement Specialist on the Retirement Services team, you will support both the firm’s Institutional Consultants and Relationship Managers as well as the day to day administrative needs of our retirement plan clients.

You will assume a consultative role focused on supporting the Client Relationship Manager / Institutional Consultant in understanding and responding to client needs;

anticipating issues and proactively providing solutions. You will be one of the primary points of contact for a number of our defined contribution plan clients - responsible for managing, educating, resolving client issues and building relationships to meet, and ultimately exceed, the needs of Plan Sponsors.

Our future colleague.

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

• Minimum 3 years industry experience with demonstrated confidence of topical knowledge
• A student of the industry with demonstrated confidence of topical knowledge
• Series 6 and 63 licenses or the ability to attain within 90 days of hire

These additional qualifications are a plus, but not required to apply :

• Relevant industry designations preferred
• Bachelor’s degree preferred
• Series 65 or 7 preferred
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

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 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 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

Last updated : 2024-05-21