Marsh McLennan

Securities Retirement Plan Consultant

Marsh McLennan • $80K — $95K *
Alpharetta, GA 30022In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business Administration preferred
  • 5+ years experience with Retirement Plan Sponsors
  • Strong knowledge of defined contribution financial products
  • Excellent written and oral communication skills
  • Customer-focused with a passion for delivering solutions
  • Ability to obtain Series 65 or Series 66 license within 90 days of employment
  • Relevant industry designations preferred

Responsibilities

  • Build strong partnerships with clients and vendors
  • Prepare and deliver follow-through from client meetings
  • Manage pricing strategies, RFIs, RFPs, and benchmarking
  • Support sales processes for new business
  • Facilitate plan design and investment changes with recordkeepers
  • Resolve operational issues through analysis and education strategies
  • Address investment matters and design participant education for clients

Benefits

  • Medical, dental, and vision insurance
  • 401K with company match
  • Company-paid life and disability insurance
  • Generous paid time off programs
  • Employee assistance program (EAP)
  • Volunteer paid time off (VTO)
  • Career mobility options
  • Employee networking groups
  • Tuition reimbursement and professional development
  • Charitable contribution match programs
  • Stock purchase opportunities
Full Job Description
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/

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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