Financial Wellness Consultant

About the role

The Financial Wellness Consultant 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.

Responsibilities

• Work closely with our sales, service, and marketing teams to deliver retirement education and financial wellness services
• Aid in marketing and prospecting opportunities
• Create new accounts by adding the plans into Salesforce
• Enter fee details, upload image copies of Services Agreements
• Request plan documents and update plan details in Salesforce
• Track prospects/sales presentation data in Salesforce
• Provide personalized guidance, education, and advice to help individuals manage their finances effectively
• Develop and maintain a comprehensive library of participant education and financial wellness presentations
• Develop and implement targeted participant communication campaigns
• 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
• Assist retirement plan consultants with the development of participation education campaigns for MMA Retirement Services Clients

Requirements

• 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 licensures highly desired
• Ability to speak both English and Spanish fluently desired

Qualifications

• Bachelor’s degree
• Technical expertise in retirement plan design/administration
• Strong communication skills
• Commitment to company values
• CEBS or AIF® Certification
• FINRA Series 6 or 7 and 63, 65 or 66 licensures
• Fluency in English and Spanish

Skills

• Retirement plan design/administration
• Financial coaching
• Client management
• Marketing and prospecting
• Webinar facilitation
• Participant education
• Financial behavior modification

Benefits

• Medical, dental, and vision plans
• 401(k) match after one year
• Student loan debt repayment assistance
• Generous paid time-off programs
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

Pay

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.

Schedule

Not specified