Overview
On Site
Full Time
Skills
Hosting
Training
Financial Services
Insurance
Professional Services
MMC
Expect
Finance
Customer Relationship Management (CRM)
Marketing
Prospecting
Sales
Salesforce.com
Management
Communication
Writing
Presentations
Collaboration
Innovation
Accountability
Value Engineering
Personal Development
Training And Development
Professional Development
Recruiting
Social Media
Job Details
Company:
Marsh McLennan Agency
Description:
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.
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 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?
Provide participant education and financial wellness initiatives:
Marketing and client management support for new MMA clients :
On-going servicing of existing MMA clients:
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
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:
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.
Marsh McLennan Agency
Description:
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.
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 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?
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
- Tracks prospects/sales presentation data 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.
- CEBS or AIF Certification highly desired
- 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.
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:
- 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:
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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 McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.