Sales Producer - Retirement Services jobs in United States
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Marsh McLennan Agency · 8 hours ago

Sales Producer - Retirement Services

Marsh McLennan Agency (MMA) is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. They are seeking a Sales Producer on the Retirement Services team to consult and assist clients with all aspects of retirement plans, including administrative issues, compliance, plan design, investment strategies, vendor selection, and fiduciary governance.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Consult and assist our clients and prospects with all aspects of a retirement plan, from the day-to-day administrative issues to compliance, plan design, investment strategies, vendor selection, and overall fiduciary governance

Qualification

Financial Services experienceClient-facing experienceSeries 6566 licensesRelationship-building skillsBachelor’s degree

Required

Bachelor's degree or equivalent experience
5 years of experience in the Financial Services industry and exceptional, demonstrated ability to learn new information quickly
Client-facing experience including demonstrable relationship-building skills
Ability to travel up to 5 nights/month to meet with clients; mileage and expenses reimbursed
Series 65 or 66 securities registration licenses or willingness to obtain during first 9 months

Benefits

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

Company

Marsh McLennan Agency

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Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase