Base: $57,000 to $114,500; bonus/equity: performan...
Hybrid
Educating 401(k) plan participants
Facilitate group webinars and in-person sessions
Public speaking and presentation skills
You will be educating plan sponsor employees on their 401(k) plan to achieve client desired outcomes, i.e. increase participation, boost deferrals, and optimize asset allocation
Job Summary
You will be educating plan sponsor employees on their 401(k) plan to achieve client desired outcomes, i.e. increase participation, boost deferrals, and optimize asset allocation.
The role covers clients using Mercer’s 3(16) and 3(38) outsourced solutions including the Pooled Employer Plan (PEP) as well as 3(21) advisory services, so the role interacts with various internal groups such as client service managers, consultants and sales teams.
We help you be your best through professional development opportunities, interesting work and supportive leaders.
Matching Summary
You will be educating plan sponsor employees on their 401(k) plan to achieve client desired outcomes, i.e. increase participation, boost deferrals, and optimize asset allocation.
Salary
Base: $57,000 to $114,500; Bonus/Equity: Performance-based incentives; Benefits: Health and welfare benefits, tuition assistance, 401K savings, other retirement programs, employee assistance programs
Skills & Requirements
Must-have
Educating 401(k) plan participants
Facilitate group webinars and in-person sessions
Public speaking and presentation skills
Relationship management skills
Knowledge of retirement plans and investments
Nice-to-have
Proficiency in virtual meeting platforms
Inclusive and flexible work environment
Key Requirements
Bachelor’s degree
3-5 years of experience in 401(k) or financial services