Retirement Plan Consultant - Retirement Services

Retirement Plan Consultant – Retirement Services

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 a Retirement Plan Consultant at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Retirement Plan Consultant on the Retirement Services team, you’ll provide quality consulting services to MMA clients, responsible for managing the overall relationship of assigned clients of the Retirement Services practice. This includes prepping and leading Plan Sponsor meetings, retaining assigned clients, analyzing fund metrics, and consulting with clients with all aspects of a retirement plan.

Our future colleague.

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

• Bachelor’s degree or equivalent experience.

• 5 years of experience in the Financial Services industry with exceptional, demonstrated ability to learn new information quickly.
• Client-facing experience with demonstrable relationship-building skills.
• Ability to travel up to 5 nights/month (not necessarily consecutively) to meet with clients; mileage and expenses reimbursed.

These additional qualifications are a plus, but not required to apply:

• Series 65 of 66 securities registration licenses

We know there are excellent candidates who might not check all 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 MMA, check 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
• Facebook
• X
• 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 McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMAUMW

#LI-Hybrid

#MMAretirement