Bonds Advisor

Reposted 15 Days Ago
Be an Early Applicant
Fort Worth, TX, USA
In-Office
Entry level
Fintech • HR Tech • Insurance • Consulting
The Role
The Bonds Advisor role involves generating new business, servicing existing accounts, and managing client relationships, particularly in the construction lending industry.
Summary Generated by Built In
Company:Marsh McLennan Agency

Description:

SUMMARY:

This position is responsible for producing new business and servicing existing accounts. MMA Southwest has offices in Dallas, Fort Worth, Austin, Houston, San Antonio, Lubbock, Midland, Odessa, Abilene, Baton Rouge, Mandeville, and Metairie.

ESSENTIAL DUTIES & RESPONSBILITIES:

  • Produces revenue through sales to new and existing clients with emphasis on mid-size companies with high revenue
  • Provides service to clients according to their needs, retaining them as clients
  • Participates in team sales situations with other Advisors and support personnel
  • May manage overall client relationships and is supported by day-to-day account management
  • Applies industry technologies to new sales, additional sales to existing clients and account service
  • Provides direction in account transfer situations
  • Prepares and implements an individual business plan and production budget.
  • Develops and maintains interdivision/intercompany relationships consistent with our corporate culture

REQUIREMENTS:

  • Bachelor's degree, 1 year related experience, and appropriate licensing required OR;
  • High School Diploma and 6 years of experience with appropriate licensing required
  • 1+ years of experience in construction lending industry
  • Strong communication and interpersonal skills
  • Passion for sales and extremely goal oriented with the ability to work independently
  • Enjoys networking and making connections within the community
  • Strong phone sales and outside prospecting skills
  • Driven, disciplined, achievement-focused, coachable, and professional
  • Positive attitude and enjoy working with people
  • Must be a team player
  • Proactive in problem solving skills with the ability to adapt and think ahead

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers

Skills Required

  • Bachelor's degree or High School Diploma with sufficient experience and licensing
  • 1+ years of experience in construction lending
  • Strong communication and interpersonal skills
  • Sales skills and goal orientation
  • Ability to work independently and in a team

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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