Financial Wellness Consultant A day in the life. 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. 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.
Marketing and client management support for new MMA clients:- Assist with marketing and prospecting opportunities
- Create new accounts by adding the plans into Salesforce
- Enter Fee details, upload imaged copy of Services Agreements
- Request Plan Documents and updates plan details in Salesforce
- Track prospects/sales presentation data in Salesforce
Financial Coaching:- Provide personalized guidance, education, and advice to help individuals understand and manage their finances effectively. This includes budgeting, saving, investing, and debt management.
- Help participants set and prioritize financial goals, create actionable plans to achieve them, and monitor progress over time.
- Assist in developing strategies for retirement planning, wealth accumulation, and financial security.
- Work with participants to address and modify their financial behaviors and attitudes, helping them make informed decisions and develop healthy financial habits.
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
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 licensures highly desired
- Ability to speak both English and Spanish fluently 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
- 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/LifeatMMA
- https://www.linkedin.com/company/marsh-mclennan-agency/
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.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
