Financial Wellness Coach

Company: Marsh McLennan Agency

Description:

Financial Wellness Coach

Remote, Hours 12:00 – 8:00 p.m. 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 15,000 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 300 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: MRSH).

A day in the life.

We are looking for an energetic, positive person to join the Marsh McLennan Agency Northeast 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.

• 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
• 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.

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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMAretirement

#remote

The applicable base salary range for this role is $63,200 to $117,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until:

July 31, 2026