Director of Strategy

Full Time
Charlotte, NC 28209
Posted Today
Job description

Compass Financial Partners, a Marsh & McLennan Agency LLC Company

Director of Nonqualified Deferred Compensation Strategies

Our not-so-secret sauce

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as Director of Nonqualified Deferred Compensation StrategiesRetirement Services at Compass Financial Partners, A Marsh & McLennan Agency LLC Company.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As Director of Nonqualified Deferred Compensation Strategies– Retirement Services, you will work in tandem with the leadership team to create territory and national sales plans, incorporating best practices of market segmentation, wholesaling, and pipeline management. You will develop and maintain relationships with MMA Retirement advisors, field staff, plan sponsors, recordkeepers and carriers, assess the potential of NQDC sales opportunities, and support advisors and clients throughout the proposal, onboarding, and enrollment phase.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

  • Bachelor's degree or eight years of equivalent experience required
  • 8+ years of retirement and/or Nonqualified Deferred Compensation plan experience
  • Life and Variable Life insurance license with appointment in state of residence
  • Securities registration and exams including Series 6 and 63
  • 8+ years of universal life, variable life insurance, and mutual fund experience
  • Strong knowledge base of Business Owner advanced sales solutions and concepts

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

  • https://www.instagram.com/lifeatmma/
  • https://www.facebook.com/LifeatMMA
  • https://twitter.com/LifeatMMA
  • https://www.linkedin.com/company/marsh-mclennan-agency/

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.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#LI-Hybrid

#MMAretirement

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