Retirement Plan Consultant

IGNITE YOUR PASSION * IMPACT WHAT MATTERS

WHO WE ARE.

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, part due to our industry leading success in mergers and acquisitions.

Mission Statement:

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial peace of mind and top of class solutions, investments, administration and service. We are committed to the highest Ethics, Competency, Customer Service, and are providing our valued clients with the best and most competent professional team.

WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.

We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.

WE’LL TAKE CARE OF YOU.

We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!

The Retirement Plan Consultant is a key resource to our governmental and corporate clients seeking expert guidance on their employer-sponsored retirement plans (457b, 401a, 401k, 403b). This position supports the sales team and collaborates closely with clients to develop and implement effective plan strategies and designs that align with their goals and regulatory requirements.

Key Responsibilities:

• Consults on plan strategy, design
• Conducts audits of plan documents, provisions, fees, investment menus
• Reviews and comments on plan documents and service agreements
• Researches and consults on fixed accounts, stable value funds, etc.
• Participates in plan conversions including, but not limited to, periodic meetings, custom communications, participant education
• Conducts client RFPs
• Conducts plan reviews, as needed
• Supports the plan review, fund change and mapping processes, as needed
• Consults with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits.
• Resolve escalated plan and participant service requests

WHAT YOU BRING TO THE TABLE:

• A bachelor's degree or ten (10) years of relevant experience
• Highly proficient at Excel, Word and PowerPoint
• Series 65 or 66 preferred
• Experience supporting plan participants with questions and resolving plan issues
• Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization
• Ability to work collaboratively in a team environment

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TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

We want to meet you! Apply today and start your journey to a better tomorrow.

Department Account Management & ServiceRequired Experience: 10-15 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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