A Consultant on the Retirement Services team at Marsh & McLennan Agency works closely with clients to deliver exceptional consultative services in order to help companies achieve their long-term goals. In this role, the Consultant oversees client's retirement plan options to advise on plan design, providers, costs, investments, compliance and participant metrics.
What can you expect to do?
Apply your industry knowledge in order to service existing clients and secure new clients
Perform comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior.
Prepare industry and competitor benchmarking data to analyze plan design and to develop objective recommendations that best fit the client's objectives
Engage in RFP activities to effectively plan, assess and make recommendations, on provider selection, investment strategy & development, and plan conversion to the client
Provide on-going/customized investment advisory service and support; problem resolution, plan design review, investment strategy, education, regulatory and legislative updates, etc.
Act as liaison between the client and their retirement plan service providers to achieve optimal results
What is in it for you?
We offer a comprehensive benefits package with a 401(k) match after one year, and contribute toward colleagues' student loans.
Each colleague earns 15 vacation days, 3 personal days, 8 sick days, and we also recognize a generous holiday schedule.
We offer colleagues home-office equipment to productively work in a remote setting.
What we look for:
A bachelor's degree and strong technical expertise in retirement plan design/administration including strong 403(b), 401(k), and pension knowled
Excellent communication skills, including advanced writing and PowerPoint presentation skills
LAH Licensure or commitment to achieving within 12 months of start date
Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
CEBS or AIF® Certification highly desired
FINRA Series 6 or 7 and 63, 65 or 66 licensure highly desired
About Marsh & McLennan Agency:
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.
This position is not eligible for remote work from Colorado.