Marsh McLennan

Financial Wellness Coach

Marsh McLennan

full-time

Posted on:

Location Type: Remote

Location: Massachusetts • New York • United States

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Salary

💰 $63,200 - $117,900 per year

About the role

  • Deliver individual retirement education and financial wellness materials to client’s employees and plan participants, both in-person and virtually
  • Assist the team with retention and new business development goals and opportunities
  • Support MMA Retirement Services clients by delivering effective education and advice to retirement plan participants
  • Work with producers and consultants to help them improve client interactions and engagements
  • Participate in national MMA Retirement Services initiatives
  • Collaborate with colleagues from other lines of business on companywide initiatives

Requirements

  • 5+ years of industry experience
  • A college degree
  • Securities 65 or 66 license or profession certification
  • Financial or retirement planning or educational experience
  • Proficient to advanced Excel skills; ability to utilize arithmetic formulas, upload spreadsheets, and import/export data
  • Strong critical thinking skills
  • Excellent organizational skills with a strong attention to detail
Benefits
  • Health and welfare benefits
  • Tuition assistance
  • 401K savings and other retirement programs
  • Employee assistance programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Excelfinancial planningretirement planningdata import/exportarithmetic formulas
Soft Skills
critical thinkingorganizational skillsattention to detail
Certifications
Securities 65 licenseSecurities 66 license