Marsh McLennan Agency · 7 hours ago
Client Advisor
Conshohocken, PA
Full-time
Hybrid
Mid Level
$56K/yr - $90K/yrMarsh McLennan Agency is a leader in the employee benefits marketplace, committed to making a difference for their colleagues, clients, and communities. The Client Advisor is responsible for identifying new sales opportunities, managing sold accounts, and collaborating with the Enterprise Sales and Account Management team to grow the agency's market share in the under 100 employee lives segment.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Becoming a Strategic Resource to prospective and current clients
Identifying critical business issues and devising targeted solutions to solve a prospect or client’s core concerns
Forming partnerships between MMA and prospects and clients to strategically advance and develop mutually beneficial, long-term business strategies
Working at the prospect’s or client’s executive level, and being engaged in mutually strategic activities to advance each other’s businesses
Researching and gathering critical information about a target account or opportunity, and then developing and working with coaches to understand the potential Business Fit between MMA and target prospects and clients
Developing strategies for gaining access to the executive-level decision makers who are empowered to buy the value MMA offers
Handling and disarming gatekeepers
Delivering high-impact business presentations to decision makers and right party contacts
Gaining early and continued access to the decision maker in the sales process
Participating in MMA’s Enterprise Producer in Training, Operation Validation, and Accelerate sales training
Cultivating and maintaining an effective Center of Influence network within the business community and industry
Partnering with the Market Client Leader, Client Service Manager, Account Manager, and validated Producers as necessary
Exploring cross-sell opportunities with MMA Retirement and Business Insurance teams
Collaborating with MMA Marketing on targeted sales campaigns
Co-producing opportunities in the Core and Consulting segments as they surface
Becoming an employee benefits subject matter expert
Joining regular sales meetings to review sales performance against objectives
Providing timely and accurate prospecting and sales data to track and monitor activity for management reporting and forecasting capabilities, such as call activity, pipeline updates and lead generation results
Understanding and complying with department operations and other MMA standards
Qualification
Required
Bachelor's degree in Business, Marketing, Management, other related field or equivalent work experience required
Proven history of successful sales generation and retention experience
Excellent communication skills including articulation, grammar and persuasion
Aptitude for, or demonstrated working knowledge of sales force automation technologies and the ability to apply these technologies in the sales process
Working knowledge in Client Relationship Management (CRM) software and the Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook
Possesses excellent and proven business skills with emphasis in organizational selling
Demonstrates sales aptitude, ability to build and maintain relationships, ability to coordinate others, strong business acumen, strategic reasoning, and a results focus
Excellent interpersonal and organizational skills, ability to handle diverse situations, multiple projects, and rapidly changing priorities
Excellent phone presence and effective communication skills (written, verbal, and listening)
Strong creative problem-solving and analytical skills
Ability to work well independently and as a team member
Ability to follow through on and successfully execute tasks while adhering to specified quality standards
Preferred
Experience in a professional services, solution services, and/or B2B sales environment desired
Experience within an employee benefits, health and welfare, or financial services industry is preferred
Benefits
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
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
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2026-01-23
2025-12-09
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