Careers

Sell Side Practice Leader

MarshBerry is seeking a Sell Side Practice Leader for the Financial Advisory Team based either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. Candidates at the Director, VP, and SVP levels will be considered, with level being determined by candidate experience. The Sell Side Practice Leader will provide leadership, oversight, and technical expertise to MarshBerry’s Sell Side Advisory Practice on our Financial Advisory Team ensuring that MarshBerry services are delivered effectively, efficiently, and consistently. In addition to the fulfilment of sell side projects, the Practice Leader will monitor the status of all active sell side deals, collaborating with Project Leads to address needs and review project work. The Practice Leader will drive continual improvement and enhancement of MarshBerry sell side processes, resources, and deliverables. The Practice Leader will visit each of our Financial Advisory office locations on a frequent basis to assess and support project and staff needs.

The main responsibilities include:

• Serve as client-facing project lead on sell side engagements, responsible for strategy and implementation of client deliverables, quality review of project components, and ensuring project timelines are met.
• Drive successful deals by developing and maintaining relationships with clients.
• Research, write, structure client ready work.
• Serve as a leader and primary resource for sell side support to Financial Advisory team members, providing training, guidance, and technical expertise.
• Monitor the status of all active sell side projects, tracking projects from initiation to completion and ensuring that project timelines and commitments are met to client satisfaction.
• Monitor sell side opportunities to keep abreast of upcoming engagements in order to assess future back log and human capital needs.
• Conduct analysis and detailed reviews of project work.
• Assess and provide support to projects in areas of need such as contract review, deal negotiation, and aggressive process.
• Collaborate with project leads to identify and understand factors impacting project status and develop strategies to effectively resolve issues.
• Communicates guidelines and procedures to all consultants performing sell side advisory services.
• Identify and make improvements to deal processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk; Stays abreast of industry trends and changes incorporating “best practices”.
• Recognize opportunities for growth and implement strategies that will enhance company market share, revenue growth and profitability.
• Develop and Maintain library of accessible templates, models, deliverables, and resources for use in sell side deal process.
• Deliver presentations and publish articles on timely investment banking related topics affecting the industry..
• Develop and manage team members through consistent and constructive feedback, monitoring progress, identifying training and resource needs, recommending promotions and terminations; Create performance KPIs, conduct reviews, and implement development plans for direct reports, if applicable.

Qualifications we are seeking:

• Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree preferred.
• Additional Professional Designations or Certifications desired, such as: CPA, CVA/AVA, AM&AA
• Ability to obtain the Series 79, 63, and 62 licenses.
• 7+ years of experience within mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting.
• Proven experience in leading teams to achieve and exceed goals and objectives.
• Demonstrated industry business acumen; ability to grasp new business concepts.
• Proficient with technology; Microsoft Word, Excel and Power Point.
• Analytical, proactive problem-solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Excellent project management; with analytical, organizational and problem solving abilities.
• Organized with demonstrated attention to detail; able to manage, prioritize and bring to completion multiple projects.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Ability to travel up to 40% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Director, Operations

MarshBerry is seeking a Director of Operations for the Financial Advisory Team based either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. Candidates at the Director, VP, and SVP levels will be considered, with level being determined by candidate experience. The Director of Operations will provide leadership and operational support to MarshBerry’s Financial Advisory Team, our largest revenue-generating business unit. This team performs merger and acquisition advisory, valuations, and financial consulting projects for our insurance industry clients. The Director will be a key contributor in the development and execution of the Team’s business plan, prioritizing key initiatives and implementing strategy. The Director will apply best practices and drive enhancements to all aspects of operations to ensure that Financial Advisory services are delivered effectively, efficiently, and consistently. Additionally, the Director will implement training programs and development plans to ensure team members are contributing and developing. The Director will visit each Financial Advisory office location on a frequent basis in order to effectively assess operational and staff needs.

The main responsibilities include:

• Serve as key contributor to the development, strategy, and execution of the Financial Advisory Team business plan.
• Collaborate with team leadership to identify key initiatives, recognize opportunities for growth, and implement strategies that will enhance company market share, revenue growth, and profitability.
• Participate in key decisions with the Financial Advisory leadership team pertaining to strategic initiatives and operations.
• Serve as project manager for Financial Advisory Team initiatives and special projects.

• Provide continual improvement and enhancement to operations, processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk; Stay abreast of industry trends and changes, incorporating “best practices”.
• Identify issues affecting operations and develop strategies to effectively resolve these issues.
• Coordinate with Human Resources and managers to streamline hiring and onboarding processes.
• Identify training and resource needs to implement training plan for team members at all levels ensuring that team members acquire skills and information necessary to contribute effectively and reducing the time it takes to do so.
• Create and manage library of team resources and deliverables, regularly evaluating effectiveness of each.
• Collaborate with managers to assess team member performance, capabilities, and development needs on an annual basis; Establish consistent KPIs, priorities, and development plans for all colleagues.
• Meet with managers and project leads regularly to identify and understand factors impacting team member performance or project status and develop strategies to effectively resolve issues.
• Collaborate with CFO to ensure that proper resources are in place to support the regulatory compliance needs of the broker dealer and RIA.
• Create and oversee thought leadership strategy including the publication of articles and industry content, ensuring quality of work.
• Implement process for consistent and effective use of marketing presentations utilizing Slide Bank; Collaborate with Marketing, Compliance, and Administrative Support to develop process and train team members.
• Develop and administer internal communications.

Qualifications we are seeking:

• Bachelor’s degree in Business Management, Finance, Accounting, Human Resources, or related field. Master’s degree preferred.
• Additional Professional Designations or Certifications desired.
• 7+ years of experience within operations, preferably related to mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting.
• Proven experience in leading teams to achieve and exceed goals and objectives.
• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access.
• Analytical, proactive problem-solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Excellent project management; with analytical, organizational and problem solving abilities.
• Organized with demonstrated attention to detail; able to manage, prioritize and bring to completion multiple projects.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Ability to travel up to 40% of the time; includes overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Talent Acquisition Intern

MarshBerry is seeking a Talent Acquisition Intern for our Grandville, Michigan office. The Talent Acquisition Intern will assist MarshBerry Talent Acquisition Specialists with recruiting high quality sales professionals for the role of commercial producer in our insurance agency clients. This process involves sourcing candidates, posting jobs, searching and screening candidates and providing feedback, recommendations and reports on potential candidates.

The basic responsibilities and learning exposure will include:

• Develop and execute sourcing strategies designed to identify qualified candidates through various recruiting tools
• Proactively conduct searches through LinkedIn, Monster.com, and other niche sites to identify potential candidates
• Maintain adequate levels of administrative support
• Additional projects and tasks as assigned

Qualifications we are seeking:

• Candidates pursuing Bachelor’s Degree in Business Administration, Human Resource Management, Marketing, Communications, or related field
• College students at the junior and senior level are preferred
• Minimum GPA of a 3.0
• Proficiency in Microsoft Word, Excel and PowerPoint
• Excellent communication and analytical skills
• Strong organizational skills and ability to multi-task
• Ability to navigate through the internet

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Client Development Internship

MarshBerry is seeking an Intern for our Client Development Team in our Plano, TX office. The primary responsibilities will include assisting with collecting, entering and preparing new client data to be utilized by consultants. The position will be involved with the improvement and expansion of our CRM as well as innovative sales techniques. The Intern will also help provide administrative support duties including, but not limited to, making travel arrangements, calendar management, completing expense reports, answering phone calls and email, assisting with meeting preparation and scheduling.

The basic responsibilities and learning exposure will include:

• Research prospective clients and collect information to update CRM and prospecting lists.
• Entering data into our CRM.
• Analyzing prospective client and industry data and developing questions based on the information.
• Periodically performing ad hoc queries of client and industry data.
• Assist with updating PowerPoint presentations, training content and marketing materials
• Additional projects and tasks as assigned.
• Candidates pursuing a Bachelor’s Degree in Business Management or Administration.
• Students at the junior and senior level are preferred.
• Proficiency in Microsoft Excel and other software programs.
• Strong communication and analytical skills.

Qualifications we are seeking in our Intern:

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Vice President, Business Development

MarshBerry is currently seeking a Vice President for one of the following locations: Beachwood, OH, Grandville, MI, Dana Point, CA, New York, NY or Chicago, IL. The Vice President will be responsible for the origination and closing for all of MarshBerry’s products and services nationally to achieve revenue goals. The Vice President is focused on new business origination but may fulfill strategic planning and other projects as needed. They will develop long-term client relationships to drive value for our clients and lead to future business for MarshBerry. The Vice President will become an expert in MarshBerry’s products and services to drive revenue for all teams across the company. They will focus on personal branding through networking, speaking engagements and authoring articles for MarshBerry and industry publications.

The main responsibilities include:

• Generate new business for all of MarshBerry’s products and services nationally to achieve annual revenue goals.
• Fulfill strategic planning and other management consulting services as needed or identify appropriate team members to fulfill projects.
• Develops lasting client relationships that drive revenue for our clients and lead to future business for MarshBerry.
• Collaborates with unit leaders and managers across the company to understand their lines of business and identify new business opportunities.
• Develop, coach and mentor consultants on new business development and closing techniques.
• Ensures CRM is kept up to date with current and prospective client information. Provide updates on current pipeline activity at sales meetings.
• Assist with development of marketing strategies and materials that align with service delivery strategies, as well as assist with external and internal branding execution.
• Developing relationships with clients and other business unit managers to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.
• Stays abreast of industry trends and changes incorporating "proven practices" in the development of services, quality standards, policies, and programs.
• Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
• Special projects and other tasks as assigned.

• Publish articles and deliver presentations on timely topics affecting the insurance industry.

Qualifications we are seeking:

• Bachelor’s degree in Business, Management, Marketing or related degrees. Master’s degree is a plus.
• Related professional designations and licenses are preferred.
• 7 - 10+ years of business development leadership experience. Experience in sales and mergers & acquisitions within the insurance industry.
• Proficient in Microsoft Office Word, Excel, Access and PowerPoint and other software as it applies.
• Proven track record of success in achieving sales goals.
• Strong communication skills including written, verbal and presentation skills.
• Strong analytical, proactive problem-solving skills. Ability to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Ability to accept responsibility and be accountable for actions and hold team members accountable.
• Maintains confidentiality of proprietary information and that of clients.
• Ability to travel 60-70% of the time.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales performance, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Sales Performance Coach

MarshBerry is currently seeking a Sales Performance Coach for our Beachwood, OH or Grandville, MI office. The Sales Performance Coach will focus on coaching and development of salespeople at client’s insurance agencies. The Sales Performance Coach will manage their production force by monitoring new business sales, training producers on a consultative sales process, and coaching those producers through difficult sales situations they encounter.

The main responsibilities include:

• Conduct coaching calls with salespeople at client’s agencies, primarily via phone or video. Review their prospecting activity and strategies, active prospects, and value proposition development. Create action items for each individual salesperson to implement.
• Conduct monthly mentor calls with sales leaders.
• Follow up regularly with each engaged salesperson for updates on their activity and production from the previous call and identify areas for further coaching opportunities.
• Assist sales leaders with business plans and revenue projections.
• Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques.
• Stay abreast of industry trends and technology changes incorporating “best practices” in the development of technology, quality standards, policies and programs. Constantly update presentation content accordingly.
• Develop PowerPoint presentations for Sales Performance clients. Over time the consultant will deliver presentations.
• Publish articles on sales performance topics affecting the insurance distribution system.
• Establish priorities, schedule and manage daily work flow, provide consistent and constructive feedback.
• Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability.
• Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
• Any other special projects, tasks or duties as assigned.
• New client project initiation and renewal opportunities with existing clients.

Qualifications we are seeking:

• Bachelor’s Degree in business, Marketing, Communications, or related degrees.
• Insurance license(s) required.
• Three to five years’ experience in insurance.
• Organically developed and or managed an insurance book of business (preferably middle market accounts).
• Formal sales training is strongly preferred such as, PSS, Sandler, Wilson Learning, IMPAX or equivalent.
• Managed a sales team previously is strongly preferred.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database.
• Strong analytical and problem solving skills; techniques to identify and resolve issues in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Ability to adjust to changes in priorities and expectations.
• Ability to work flexible and/or extended hours as needed.
• Outstanding customer service; an enthusiastic professional able to build relationships with co-workers and clients.
• Must like to work in a fast-paced, professional team environment. Must possess a sense of urgency.
• Ability to travel 25% of the time; includes overnight and weekend travel.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales performance, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Senior Consultant

MarshBerry is currently seeking a Senior Consultant based in either our Beachwood, OH, Grandville, MI, New York, NY or Dana Point, CA office. The Senior Consultant will lead merger and acquisition advisory projects and consulting projects for MarshBerry’s Financial Advisory Team. The Senior Consultant will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects.

The main responsibilities include:

• Serve as the client facing lead primarily on financial consulting projects and M&A advisory engagements. Lead team and maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements.
• Lead both sell-side and buy-side M&A advisory engagements (including financial analysis and models, structuring of deal, negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• Train, coach, and provide project direction and mentoring to analysts and other team members.
• Research, write, and structure client ready work.
• Conduct quality review of project components, develop timelines and ensure that they are met.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
• Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.
• 8-10 plus years of experience in assurance services, transaction advisory, or financial consulting.
• Experience consulting and advising clients on operational, financial, and strategic issues.
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to quickly grasp new business concepts and issues.
• Ability to develop relationships with clients and prospective clients.
• Proficient with technology; including Microsoft Word, Excel and Power Point.
• Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner.
• Organized with strong attention to detail while being able to successfully manage multiple engagements.
• Ability to travel approximately 25-40% of the time.
• Ability to work flexible and/or extended hours as needed.
• This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Consultant

MarshBerry is currently seeking a Consultant based in either our Beachwood, OH, Grandville MI, New York, NY or Dana Point, CA office. The Consultant will fulfill merger and acquisition advisory and consulting projects for MarshBerry’s Financial Advisory Team. The Consultant will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects.

The main responsibilities include:

• Serve as the client facing lead primarily on financial consulting projects and M&A advisory engagements.
• Maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements.
• Support team on both sell-side and buy-side M&A advisory engagements (including financial analysis and models, structuring of deal, negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• Research, write, and structure client ready work.
• Conduct quality review of project components, develop timelines and ensure that they are met.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
• Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.
• 5-7 plus years of experience in assurance services, transaction advisory, or financial consulting.
• Experience consulting and advising clients on operational, financial, and strategic issues.
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to quickly grasp new business concepts and issues.
• Ability to develop relationships with clients and prospective clients.
• Proficient with technology; including Microsoft Word, Excel and Power Point.
• Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner.
• Organized with strong attention to detail while being able to successfully manage multiple engagements.
• Ability to travel approximately 25-40% of the time.
• Ability to work flexible and/or extended hours as needed.
• This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.