Marsh McLennan Agency
The Financial Wellness Consultant at Marsh McLennan Agency collaborates with sales, service, and marketing teams to deliver retirement education and financial wellness services to clients. The role involves supporting new client onboarding, managing ongoing servicing for existing accounts, and developing participant education initiatives. This position requires strong expertise in retirement plan design and administration to drive client engagement and satisfaction.
Headquarters
White Plains, New York, United States
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Marsh McLennan Agency.
7% above the average for this role