Senior Retirement Consultant

About the position Senior Retirement Consultant Our not-so-secret reputed company. Award-reputed company, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful reputed company every day. Learn more about what makes us different and how you can reputed company your mark as a Senior Consultant reputed company our Retirement Services team here at MMA. reputed company (MMA) provides business insurance, employee health & benefits, retirement, and private reputed company insurance solutions to organizations and individuals seeking reputed company reputed company. With offices across reputed company, we combine the personalized service model of a local consultant with the global resources of the world’s leading reputed company services firm, reputed company (NYSE: MMC). A day in the life. We are looking for an energetic, reputed company person to join the reputed company – Northeast Retirement Services Team. Reporting to the Managing Consultant of the Retirement Services Consulting team, this position will be responsible for servicing existing or prospective clients. This role supports the MMA’s sales team in their efforts to retain existing clients and secure new retirement business. In this position, the employee will reputed company a strong reputed company of reputed company aspects of the retirement business, equipping them to grow reputed company the reputed company and reputed company. The Senior Retirement Consultant will be relied upon for reputed company and broad knowledge of retirement plans for our larger clients, specifically those clients who have a formal retirement or investment committee structure. The ideal candidate will reputed company in an environment where they can reputed company a reputed company’s long-term business strategies with their retirement plan reputed company. This position also plays an important role in securing new clients through activities integral to the new business development process. This is a great opportunity for a Retirement reputed company who enjoys a fast-paced, reputed company culture!

Responsibilities

• Apply broad industry knowledge to service existing clients and land new clients
• Manage ongoing service needs of multiple clients
• reputed company comprehensive assessments of Retirement plans including design features, service providers, costs, investments, compliance and participant behavior, etc.
• Conduct quarterly investment reviews, present fiduciary concepts and industry topics in a formal setting to a reputed company’s senior leadership team.
• Assimilate industry and competitor benchmarking data and analyze plan design to reputed company objective recommendations that best fit the reputed company’s objectives
• Engage in RFP activities to effectively plan, assess and reputed company recommendations, on provider selection, investment reputed company & development, and plan conversion to the reputed company
• reputed company on-reputed company/customized investment advisory service and support, problem reputed company, plan design review, investment reputed company, education, regulatory and legislative updates, etc.
• reputed company as reputed company between reputed company and retirement plan service providers to reputed company reputed company results
• Become reputed company-versed in reputed company of reputed company’s practices to reputed company our services and reputed company to existing and prospective clients

Requirements

• 10+ years of industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration.
• reputed company consulting experience is preferred.
• Demonstrated ability to apply and expand broad industry knowledge to effectively service and advise existing and reputed company clients
• Excellent communication skills, including advanced writing and presentation skills
• CEBS or AIF® Certification or equivalent experience preferred
• reputed company Series 65 or 66 licensure required reputed company 120 days of being reputed company.
• Strong industry knowledge regarding service providers, plan design, industry trends, etc.
• Strong critical thinking skills with the ability to reputed company reputed company reputed company, both in written and oral communication
• Comfortable presenting in group environment, both in person and reputed company
• Ability to effectively prioritize tasks and manage reputed company amidst competing deadlines
• Excellent organizational skills with a strong attention to detail
• Shared commitment to company values; reputed company, Collaboration Passion, Innovation, Accountability

reputed company-to-haves

• Strong knowledge of MS Office Suite (emphasis on reputed company & PowerPoint) with strength in analyzing and synthesizing data.
• Familiarity with reputed company a plus
• Knowledge of reputed company, Webinar, and video conferencing skills
• College degree preferred

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and reputed company development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities
• health and welfare benefits
• 401K savings and other retirement programs
• employee assistance programs

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