Marsh McLennan
Retirement Plan Analyst
San Diego - Towne Centre
Sponsorship not specified$41k-$77kDetected 8 days ago
CRMExcelCommunicationProblem SolvingMicrosoft Office
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odds of building a lasting career here
34Risky
Cap-exempt (no lottery)0
Sponsors this role70
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- 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.
Responsibilities
- Maintain and organize the customer relationship management system, Salesforce..
- Maintain the professional standards established of MMA when working with clients.
Requirements
- Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
- Strong math skills are required.
- Must be dependable and a good team player.
- Must be detail-oriented and have the ability to multi-task.
Compensation
- In addition to the base salary, this position may be eligible for performance-based incentives.
Benefits
- Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
- Analyze proposals, inclusive of costs and benefits.
- Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
- Education and/or Experience
- 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 65 securities license through the FINRA and meet the continuing education requirements.
Company info
- Description:
- Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
- Essential Duties & Responsibilities
- Prepare administration pricing of accounts.
- 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.
- Track Plan Transfers and Broker of Record changes.
- 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.
- All other duties as assigned.
- Excellent communication skills, both verbal and written with the ability to do oral presentations.
- Above average analyzing, problem solving and planning techniques are essential.
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