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Director, Institutional Retirement Plan Consulting

4 months ago

Raleigh, North Carolina, United States MMC Full time
Compass Financial Partners, a Marsh & McLennan Agency LLC Company
Director, Institutional Retirement Plan Consulting

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. More than 9,000 of 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 thrive as Director, Institutional Retirement Plan Consulting at Compass Financial Partners, A Marsh & McLennan Agency LLC Company.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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 Director, Institutional Retirement Plan Consulting, you will support the growth of the firm's institutional consulting efforts while providing investment fiduciary advice to Plan Sponsors. You will manage both existing client base and prospects which are converted to new clients on an on-going basis. You will assume a consultative role focused on understanding and responding to client needs; anticipate issues and proactively provide solutions and be responsible for the preparation, deliverance and follow through from client meetings conducted either in person or via conference call as well as provide participant education support as needed. You will support the growth of the firm's institutional consulting efforts by developing new business opportunities including management of firm-wide prospecting efforts (Social Media, Drip Campaigns, Sales Pipeline), and develop the firm's brand awareness through speaking events and centers of influence development.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:
  • Bachelor's degree or eight years of equivalent experience required
  • A student of the industry with demonstrated confidence of topical knowledge; willingness to stay abreast of current market, industry and legislative issues & trends
  • Experience successfully managing and cultivating business relationships with clients
  • Ability to generate additional revenue opportunities
  • Series 65 or 66 registration required.
  • Industry designations such as AIF, CPFA, and Series 7 / 66 registrations preferred, along with a Life and Health insurance license.
  • Extensive experience with 403(b) plans preferred
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:
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work environment
  • Charitable contribution match programs
  • Stock purchase opportunities
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

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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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

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