Marsh McLennan Agency
The Retirement Plan Advisor drives business growth by developing and managing relationships with business clients while providing expert guidance on qualified retirement plan solutions. This role involves prospecting new clients, maintaining existing accounts, conducting retirement plan reviews, and presenting customized strategies. The position requires a relationship-focused sales professional with strong knowledge of retirement planning products and financial markets.
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.
Marsh McLennan Agency didn’t post a salary, so this is our estimate from similar listings.
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