Retirement Plan Advisor - Retirement & Wealth

Company:

Marsh McLennan Agency

Description:

Retirement Plan Consultant

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. 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 make your mark as Retirement Plan Consultant at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

As a Retirement Plan Advisor, you will drive business growth by developing and managing relationships with business clients while providing expert guidance on qualified retirement plan solutions. This role is responsible for prospecting new clients, maintaining and servicing existing accounts, conducting retirement plan reviews, presenting customized strategies, and educating clients through meetings, seminars, and workshops. The ideal candidate is a relationship-focused sales professional with strong knowledge of retirement planning products, financial markets, and regulatory requirements, who thrives in a collaborative, client-centered environment.

Our future colleague.

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

• Securities licenses (Series 65 or Series 7 and 66).

• Knowledge of retirement planning products and services.

• Strong customer service, relationship-building, and communication skills.

• Ability to work independently and collaboratively in a team environment.

• Valid driver’s license and willingness to travel locally to meet with clients.

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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure.

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

• Instagram
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• LinkedIn

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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [email protected].

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