Financial Wellness Coach

Marsh McLennan Agency

Multiple Locations
Base: $63,200 to $117,900; bonus/equity: performan...
**
Retirement plan participant education
Financial wellness materials delivery
Client interaction and engagement
** Marsh McLennan Agency is seeking a Financial Wellness Coach to provide retirement education and financial wellness materials to clients' employees. The ideal candidate should possess at least five years of industry experience, a college degree, and financial planning knowledge, while thriving in a dynamic, client-focused environment. **

Job Summary

  • Responsible for delivering individual retirement education and financial wellness materials to client employees and plan participants, both in-person and virtually.
  • Assist the team with retention and new business development goals and opportunities.
  • 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.

Matching Summary

Match Score: 75

** Marsh McLennan Agency is seeking a Financial Wellness Coach to provide retirement education and financial wellness materials to clients' employees. The ideal candidate should possess at least five years of industry experience, a college degree, and financial planning knowledge, while thriving in a dynamic, client-focused environment. **

Salary

Base: $63,200 to $117,900; Bonus/Equity: Performance-based incentives; Benefits: Health and welfare benefits, tuition assistance, 401K savings and other retirement programs, employee assistance programs

Skills & Requirements

Must-have

  • Retirement plan participant education
  • Financial wellness materials delivery
  • Client interaction and engagement
  • Collaboration on companywide initiatives

Nice-to-have

  • Energetic and positive demeanor
  • Self-starter and motivated
  • Adaptable to change
  • Client-focused service delivery

Key Requirements

  • 5+ years of industry experience
  • College degree
  • Securities 65 or 66 license or profession certification
  • Financial or retirement planning or educational experience
  • Proficient to advanced Excel skills

Work Rights

Not specified

Tailored Resume

Cover Letter