Description :
Financial Wellness Coach
Part-time (20 hours) and Remote
We are looking for an energetic, positive person to join the Marsh McLennan Agency New England Retirement Services Team.
Reporting to the Director of Financial Wellness within our Retirement Services practice, this position will be responsible for delivering individual retirement education and financial wellness materials to our client’s employees and plan participants, both in-person and virtually.
In addition, you will assist the team with retention and new business development goals and opportunities.
The ideal candidate would be someone who is a self-starter, motivated to succeed and adaptable to change; able to thrive in a fast-paced environment, where the client is the focus and delivering outstanding service is the priority.
Ideal hours : Monday Thursday, 8 : 00am 10 : 00am and 5 : 00pm 8 : 00pm EST
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 11,000 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 a Financial Wellness Coach 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 over 200 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.
- Support MMA Retirement Services clients by delivering helpful and effective education and advice to their retirement plan participants
- Work with producers and consultants to help them improve client interactions and engagements
- Participate in national MMA Retirement Services initiatives
- Work with colleagues from other lines of business to collaborate on companywide initiatives
Our future colleague.
We’d love to meet you if your professional track record includes these skills :
- 5+ years of industry experience
- A college degree
- Certified Financial Planner (CFP) license a plus
- 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
- Ability to effectively prioritize tasks and manage projects amidst competing deadlines
- Excellent organizational skills with a strong attention to detail
- Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability.
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 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
- Remote work
- Charitable contribution match programs
- Stock purchase opportunities
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