Retirement Education Specialist
MMC

Job Info

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Retirement Education Specialist (MMA New England)

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.

What can you expect to do?

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

Provide participant education and financial wellness initiatives:

• 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

What do we offer?
Generous benefits package:

• Comprehensive medical, dental, and vision plans
• Student loan repayment contribution
• Generous paid time off programs ensure you have time to recharge including: 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, 4 days for learning and development, and a volunteer day
• 401K and company match program
• Company-paid life and disability
• Employee Stock Purchase Plan
• Paid parental leave

Love coming to work:

• Culture of respect that practices everything we preach
• Respect for the entrepreneurial spirit
• Place to grow, to be challenged - but also to feel that you belong
• Special way to give back to your community
• Entrepreneurial work environment and leadership style
• Office spaces designed to maximize innovation and collaboration
• A focus on taking time to celebrate success and build relationships

Growth and Development:

• Advance your career with MMA University
• Designation programs & CE courses
• Mentorship and leadership development programs
• Onsite learning opportunities
• Be appreciated and rewarded for your work
• Tuition reimbursement

What do we look for?

• 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.

About Marsh McLennan Agency:

Colleagues at MMA don't simply work together; they challenge each other to push further, think smarter, and love what they're doing together. Our shared purpose is to be there for our clients in the moments that matter. That's why working at MMA is a unique, exceptional experience. And that's why, at MMA, you can make a career that makes a difference.

Marsh McLennan Agency (MMA) is a full-service insurance, retirement, and risk management firm that specializes in providing proprietary solutions to small and middle market organizations dealing with the complexity of employee benefits and commercial insurance. As a subsidiary of Marsh, the world's largest broker and risk advisor, we provide clients with unparalleled access to local service, regional expertise and global resources. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.Marsh McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, student loan repayment, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.

We promote a culture of personal and professional growth and an environment where we ask our colleagues to challenge each other and themselves. We allow for people to bring their whole-self to work. We support flexible work arrangements and provide the technology to enable this. We expect mutual engagement, so colleagues who own their career and performance will thrive and have a real opportunity to craft their career path. We strive to provide growth opportunities and a platform to jump from with the safety net enabling great rewards and low risk. The biggest risks we ask people to take are to plan for success and engage honestly with a positive and solutions focused attitude.

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