About this role

Deliver individual retirement education and financial wellness materials to client’s employees and plan participants, both in-person and virtually
Assist the team with retention and new business development goals and opportunities
Support MMA Retirement Services clients by delivering effective education and advice to retirement plan participants
Work with producers and consultants to help them improve client interactions and engagements
Participate in national MMA Retirement Services initiatives
Collaborate with colleagues from other lines of business on companywide initiatives

5+ years of industry experience
A college degree
Securities 65 or 66 license or profession certification
Financial or retirement planning or educational experience
Proficient to advanced Excel skills; ability to utilize arithmetic formulas, upload spreadsheets, and import/export data
Strong critical thinking skills
Excellent organizational skills with a strong attention to detail

Financial Wellness Coach

Key skills