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Retirement Services Specialist

2 months ago


Greenville, South Carolina, United States US012 Marsh & McLennan Agency LLC Full time

About the Role

We are seeking a highly skilled Retirement Specialist to join our team at Marsh & McLennan Agency LLC. As a key member of our Retirement Services team, you will play a critical role in supporting our Institutional Consultants and Relationship Managers, as well as our retirement plan clients.

Key Responsibilities

  • Assume a consultative role, supporting the Client Relationship Manager/Institutional Consultant in understanding and responding to client needs, anticipating issues, and proactively providing solutions.
  • Manage, educate, and resolve client issues, building relationships to meet and exceed the needs of Plan Sponsors.
  • Support the day-to-day administrative needs of our retirement plan clients.

Requirements

  • Minimum 3 years industry experience with demonstrated confidence of topical knowledge.
  • A student of the industry with demonstrated confidence of topical knowledge.
  • Series 6 and 63 licenses or the ability to attain within 90 days of hire.

Preferred Qualifications

  • Relevant industry designations.
  • Bachelor's degree.
  • Series 65 or 7.
  • Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.

What We Offer

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