JOB TITLE: Advisor/Sales Retirement Services

JOB TYPE: FLSA Exempt

SUMMARY: This position is responsible for producing new business in our Retirement Services department and servicing existing accounts. MMA Southwest has offices in Dallas, Fort Worth, Austin, Houston, Lubbock, Midland, Abilene, Baton Rouge and New Orleans.  This role will be based in the Dallas office.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Produces Retirement Services revenue through sales to new and existing clients with emphasis on mid-size companies with high revenueAssists in providing service to clients according to their needs, retaining them as clientsParticipates in team sales situations with other producers and support personnelManage overall client relationships and is supported by day-to-day account managementApplies industry technologies to new sales, additional sales to existing clients and account serviceProvides direction in account transfer situationsPrepares and implements an individual business planDevelops and maintains interdivision/intercompany relationships consistent with our corporate culture

REQUIREMENTS:

Bachelor's degree, 1 year related experience, and appropriate licensing required OR;High School Diploma and 6 years of experience with appropriate licensing requiredFINRA Series 6 or 7 and 63, 65 or 66 licensure preferredSales experience in the Retirement Services industryStrong communication and interpersonal skillsPassion for sales and extremely goal oriented with the ability to work independentlyEnjoys networking and making connections within the communityDriven, disciplined, achievement-focused, coachable, and professional

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.