Financial Consultant

About the role

Consistently recognized as a Top Workplace, Marsh Agency’s award-winning, inclusive culture is the result of hard work by extraordinary people. The brightest talent in the industry drives our efforts to deliver purposeful work and meaningful impact every day.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. As a trusted partner to our clients, we believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions.

The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:

• Perform financial, and risk analysis support for internal sales teams and their respective consulting clients;
• Conduct employee benefit due diligence projects for clients and portfolio companies;
• Assist account teams with coordination and implementation of employee benefit programs for carve out transactions;
• Provide the definition of clients’ employee contribution modeling and strategies;
• Responsible for the evaluation, determination and recommendation of alternative coverage, pricing options, and plan design changes based on economic analysis of available plan elements related to client goals;
• Perform various reporting for plan change evaluations, budget and reserve calculations, and other on-going reviews;
• Participate in prospective client data analysis and presentations;
• Maintain quality service standards and organization to assure timely service to MMA East team;
• Research and remain abreast of the dynamic, competitive insurance environment, new and complex insurance projects, and constantly changing legislation that governs business.

Required Education and Experience

• Bachelor’s Degree in Risk Management, Insurance, Actuary, Mathematics and/or other related field is required or the equivalent work experience;
• Minimum of 3 year’s experience in the Benefits Brokerage, Consulting or Insurance industry is preferred;
• Intermediate working knowledge of MS Excel is required (i.e. ability to perform pivot tables, macros, and intermediate formulas);
• Effective analytical, math and problem solving skills, sound judgment, strong decision making ability, confidence to make difficult decisions and excellent communication skills;
• Must be organized, detail oriented and able to translate big picture ideas into client objectives.

Knowledge, Skills and Abilities

• Strong organizational, analytical skills and strong attention to detail;
• Excellent troubleshooting, decision making and problem solving skills;
• Must have strong negotiation and persuasion skills.
• Must be a goal oriented self-starter
• Solid interpersonal, verbal and written communication skills;
• Ability to work well independently and as a team member;
• Ability to multitask and successfully operate in a fast-paced work environment;
• Ability to prioritize projects and meet deadlines;
• Ability to follow through on and successfully execute tasks while adhering to specified quality standards;
• Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts;
• Proficiency in Microsoft Office Suite, including MS Word (intermediate), Excel (advanced) and Access (intermediate).
• Proficiency in use of PC such as keyboard skills and electronic folder/file organization and management;
• Aptitude for learning internal systems, applications and internal work flow of the department;
• Must be able to effectively interact and deal with people at all levels inside and outside of the company.

Work Location

• Work is typically performed in a hybrid manner based out of our Conshohocken, PA, office.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some of the benefits offered include:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

Additional information

To learn more about a career at Marsh Agency, please view our website, flip through our recruiting brochure, or follow us on social media:

• Instagram | Facebook | X | LinkedIn
• Who you are is who we are.
• We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
• If you require an accommodation during the application or interview process, please let us know by contacting.
• #MarshAgencyEast
• #LI-Remote

Pay and benefits

The applicable base salary range for this role is $64,700 to $120,400.

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.

Applications will be accepted until: December 31, 2026