Securities Retirement Plan Consultant

Company:

Description:

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 11,000 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 an Securities Retirement Plan Consultant at Marsh McLennan Agency (MMA).

 

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 (NYSE: MRSH).

 

Applicants must be within driving distance to our Alpharetta, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

 

A day in the life.

 

As an Securities Retirement Plan Consultant, you will:

• Builds strong partnerships with both clients and vendors based on the shared commitment to mutual goals
• Responsible for the preparation, deliverance and follow through from client meetings (plan reviews) conducted either in person or via conference call
• Manages pricing strategy, RFIs, RFPs and benchmarking for current clients
• Supports sales process for new business
• Facilitates plan design and investment changes with the recordkeeper
• Completes analysis and sees through resolution to common operational issues education strategies
• Work with clients, in coordination with internal resources, to address investment matters and design participant
• Participates in education and project related support as needed clients
• Stays abreast of current market, business, regulatory and legislative issues & trends to facilitate discussions with recordkeeper/TPA/Other Vendor support.
• Serves as a Relationship Manager to the firm’s institutional clientele – providing service, plan design education and
• Attends and participates in industry events and conferences to build up a strong professional network, maintain proximity to the relevant market and represent the Company.

 

Our future colleague.

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

• Minimum of Bachelor’s Degree or higher (Major in Business Administration preferred)
• Minimum of 5 Years Experience in working with Retirement Plan Sponsors
• Student of the industry with demonstrated confidence of topical knowledge
• Demonstrated knowledge of defined contribution financial products and services
• Customer Focused: Passionate drive to delight our customers and offer solutions that deliver on their expectations
• Critical Thinking: Thoughtful process of analyzing data and problem-solving data to reach a well-reasoned solution
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
• Learning Agility: Openness to new ways of thinking
• Enjoys multi-tasking and works well under pressure – very organized
• Possesses a drive for results through accountability and execution
• Excellent written and oral communication skills
• Motivated self-starter, must enjoy working independently in a team environment
• Willingness to develop new business opportunities and generate cross selling opportunities, where appropriate
• Able to obtain Series 65 or Series 66 license within 90 days of employment
• Relevant industry designations preferred

 

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 insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/marsh_mma
• https://www.linkedin.com/company/marsh-mclennan-agency/

 

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.

 

#MMASE