Actuarial Consultant

at  Marsh Mclennan Companies Inc

QUALIFICATIONS:

• Minimum requirement is Qualified Financial Adviser (QFA)
• Other related qualifications also desirable e.g. RPA/SIA/CFP

• Advising individuals on all aspects of managing their wealth and related financial planning needs
• Develop relationships with existing corporate clients and provide expert financial planning advice to employees
• Develop relationships with existing individual clients and provide ongoing advice
• Generating new business opportunities from their client base including sourcing new individual clients from external channels
• Meeting sales and revenue targets
• Maintaining a detailed sales pipeline
• Keeping accurate records of meetings and advice process, providing compliant advice based on Mercer procedures
• Self-managing day-to-day workload
• Working with team colleagues to optimise Mercer’s service and brand
• Maintaining relevant qualifications through CPD and adhering to regulatory requirements in the provision of financial advice
• Assisting in the development of current and new financial planning services or product