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Marsh McLennan Agency · 6 hours ago

Retirement Analyst

San Diego, CA

Full-time

Onsite

Entry Level

$41K/yr - $77K/yr

3+ years exp

Marsh McLennan Agency is dedicated to providing professional service in retirement planning, and they are seeking a Retirement Analyst to assist in various aspects of employer-sponsored retirement plans. The role involves supporting Client Executives and Managers in provider selection, proposal analysis, and client presentations, while maintaining client relationships and ensuring smooth plan implementations.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers

Prepare administration pricing of accounts

Analyze proposals, inclusive of costs and benefits

Review with Client Executives, Principals and/or Client Managers the results of the bidding process

Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented

Maintain and organize the customer relationship management system, Salesforce

Track Plan Transfers and Broker of Record changes

Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers

Accompany Client Executives, Principals and/or Client Managers on off-site presentations

Prepare and coordinate announcement material for enrollment process on sold or transferred business

Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans

Conduct employee open enrollment meetings

Attend sales meetings as requested

Coordinate 'Administrative Installation' with plan provider representatives. Accompany the plan provider representative to meetings

Prepare files and other records needed for MMA

Keep abreast of the marketplace

Maintain the professional standards established of MMA when working with clients

Share information with Benefit Analysts and others to create a first-rate network of information within the Department

All other duties as assigned

Qualification

Series 6 & 63 licenseRetirement planning experienceSalesforce proficiencyMicrosoft Office SuiteIndependent judgmentCommunication skillsProblem solvingDetail-orientedTeam playerConfidentiality

Required

Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena

Obtain or maintain a valid, unrestricted Series 6 & 63 securities license through the FINRA and meet the continuing education requirements

Excellent communication skills, both verbal and written with the ability to do oral presentations

Above average analyzing, problem solving and planning techniques are essential

Strong math skills are required

Must be dependable and a good team player

Must be detail-oriented and have the ability to multi-task

Ability to maintain confidentiality with client information

Ability to exercise independent judgment and initiative within established guidelines

Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet

A valid California Drivers License & a dependable transportation required

Benefits

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Marsh McLennan Agency

Glassdoor4.4

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.

Founded in 2003

White Plains, New York, USA

10001+ employees