Job Description
We are seeking a talented individual to join our Workplace Education team at Mercer, a Marsh business. This role can be based in Atlanta, Boston, Charlotte, Dallas, Denver, Houston, or Tampa and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.
As a Retirement Education Specialist and part of the Workplace Education Team, 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. You will work directly with external clients as well as internal partners to facilitate group webinars and in person group sessions, translating plan and investment concepts into actionable financial wellness strategies. 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 will count on you to:
• Deliver onsite and virtual group education meetings to 401(k) retirement plan participants
• Coordinate and collaborate with internal and external teams to organize and host education sessions
• Customize and maintain PowerPoint presentations, scripts, and speaker notes aligned with plan features and industry standards
• Stay current on retirement and financial topics to ensure accurate and effective presentations
What you need to have:
• Bachelor’s degree
• 3-5 years of experience in 401(k) or financial services
• Knowledge of retirement plans, legislation, and investment principles
• Ability to travel to client sites up to 60-75% annually (this will likely be less during onboarding and then will ramp up)
• Strong relationship management skills to build rapport with plan participants and plan sponsors
• Strong public speaking, presentation, and interpersonal skills
• High attention to detail
What makes you stand out?
• Proficiency in virtual meeting platforms (e.g. Zoom and Teams) and Microsoft Office Suite
Why join our team:
• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, ****** orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
The applicable base salary range for this role is $57,000 to $114,500.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.
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.
R_336473
As a Retirement Education Specialist and part of the Workplace Education Team, 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. You will work directly with external clients as well as internal partners to facilitate group webinars and in person group sessions, translating plan and investment concepts into actionable financial wellness strategies. 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 will count on you to:
• Deliver onsite and virtual group education meetings to 401(k) retirement plan participants
• Coordinate and collaborate with internal and external teams to organize and host education sessions
• Customize and maintain PowerPoint presentations, scripts, and speaker notes aligned with plan features and industry standards
• Stay current on retirement and financial topics to ensure accurate and effective presentations
What you need to have:
• Bachelor’s degree
• 3-5 years of experience in 401(k) or financial services
• Knowledge of retirement plans, legislation, and investment principles
• Ability to travel to client sites up to 60-75% annually (this will likely be less during onboarding and then will ramp up)
• Strong relationship management skills to build rapport with plan participants and plan sponsors
• Strong public speaking, presentation, and interpersonal skills
• High attention to detail
What makes you stand out?
• Proficiency in virtual meeting platforms (e.g. Zoom and Teams) and Microsoft Office Suite
Why join our team:
• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, ****** orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
The applicable base salary range for this role is $57,000 to $114,500.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.
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.
R_336473
💡 Quick Summary
Seeking a career-building opportunity? The Retirement Education Specialist position is now open for candidates interested in the Bank Jobs sector. This role in Atlanta offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
