Job Description

1 week ago Be among the first 25 applicants Base pay range $90,000.00/yr - $110,000.00/yr Direct message the job poster from Marsh McLennan Agency Retirement Education Specialist Position Overview: The Retirement Education Specialist at Marsh McLennan Agency works closely with our sales, service, and marketing teams to deliver robust retirement education and financial wellness services to our clients and their employees. The position reports to the Director of Financial Consulting. The ideal candidate will have a background hosting and delivering education and training within the retirement or financial services industries. 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 Retirement Education Specialist 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. We are seeking a Retirement Education Specialist with a minimum of 5 years of relevant experience noted below to join our Northeast Retirement Services team. What can you expect to do? Responsibilities Provide participant education and financial wellness initiatives: Deliver financial education, live and virtually, to MMA retirement and financial wellness clients Develop, catalog and maintain a comprehensive library of participant education and financial wellness presentations to be utilized by MMA’s retirement educators Assist with MMA’s participant focused webinar series Assist retirement plan consultants with the development of participation education campaigns for MMA Retirement Services Clients Marketing and client management support for new MMA clients Assist with marketing and prospecting opportunities Creates new accounts by adding the plans into Salesforce Enter Fee details, upload imaged copy of Services Agreements Requests Plan Documents and updates plan details in Salesforce On-going servicing of existing MMA clients Apply broad industry knowledge in order to service existing clients Manage ongoing service needs of multiple clients Prepare and deliver regular service reports to MMA clients Work with internal and external partners to develop a targeted participant communication campaign designed to drive participant engagement Our future colleague We’d love to meet you if your professional track record includes these skills: A bachelor’s degree and strong technical expertise in retirement plan design/administration including strong 403(b), 401(k), and pension knowledge Excellent communication skills, including advanced writing and presentation skills Shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability 4FINRA Series 6 or 7 and 63, 65 or 66 licensure highly desired. 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. 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: 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 and stock purchase opportunities To learn more about a career at MMA, check us out online: or flip through our recruiting brochure: Follow us on social media to meet our colleagues and see what makes us tick: 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 Full-time Job function Strategy/Planning, Project Management, and Training Industries Referrals increase your chances of interviewing at Marsh McLennan Agency by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Disability insurance Student loan assistance Tuition assistance Get notified about new Financial Professional jobs in Boston, MA. Analyst/Associate, Equity Asset Management Fundamental Equity Investment Associate, Sustainable Investing Team (Putnam Equity) Investment Banking Analyst, Technology Coverage Group - Boston Boston, MA $110,000 - $125,000 2 weeks ago Boston, MA $90,000 - $100,000 3 months ago Assistant Director, Financial Planning & Analysis We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Marsh McLennan Agency

Job Tags

Similar Jobs