Wealth Advisor
Marsh
Wealth Advisor
Marsh
Global insurance brokerage and risk advisory
Wealth Advisor
Under the guidance of the President of Retirement & Wealth , this position is responsible for developing new accounts and retention of existing business.
· Responsible for development of new business as agreed upon.
· Develop strong client / business relationships with the senior management of the client.
· Coordinate and execute servicing of the client within the scope of the services available within the Department.
· ·Must support the maintenance of our Agency Management System.
· Attend Departmental and Sales meetings as required.
· All other duties as assigned.
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The applicable base salary range for this role is $67,500 to $125,800.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.Marsh helps organizations manage risk and obtain insurance by acting as a risk adviser and broker, placing coverage with multiple underwriters rather than from a single source. It has grown into a diversified professional services firm that includes Mercer, Guy Carpenter, and Oliver Wyman, all under one holding company. Unlike traditional brokers, Marsh combines risk transfer with advisory and consulting services across insurance, reinsurance, HR, and management consulting. Its goal is to lower clients’ financial risk and total cost of risk by offering integrated risk management and advisory solutions.
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