Job Description

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of Americas Best Large Employers in 2024. HUB also won the Insurance Business Americas 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUBs entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Retirement Education Specialist to join our Retirement and Private Wealth team in our McLean, VA office.

The selected individual will be responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor and the Client Service team. The successful candidate must understand all aspects of plan design, customer service, external reporting and internal procedures to build client relationships and solve problems proactively.

This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions to engage retirement plan participants in their holistic financial wellbeing, with an emphasis on driving positive outcomes on their retirement plan.

Job Responsibilities:

• Develop customized educational programs and content to maximize employee engagement with HUBaccounting for a wide range of demographics and communication strategies.
• Direct liaison between the Client and HUB. Manage a strong Client relationship.
• Proactively engage with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants.
• Provide financial education and guidance to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing.
• Utilize one-on-one meetings, webinars, workshops, group meetings, and podcasts to deliver educational programming.
• Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process.
• Act as an integral part of the sales process, including participating in sales final presentations and selling ancillary services such as FinPath.
• Track meeting activity and wealth management lead pipeline for annual client reviews.
• Track/Input group meetings into CRM (Client Relationship Management).
• Input detailed client notes into CRM (Client Relationship Management).
• Oversees pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting.

Qualifications:

• Securities licenses Series 6, 7, 63, 65, or 66 preferred.
• Bachelors Degree required.
• 3+ years experience in financial services encompassing employer-sponsored retirement plans and/or wealth management.
• Excellent communication, presentation, listening and organizational skills.
• Work independently with minimal supervision and within a team environment.
• Travel may be required within the region. Ability to travel to client locations.
• Spanish is a plus.

Expectations:

• Further development of HUB International employee engagement content.
• Participation in HUB Camp quarterly series.
• Revenue generation by cross-selling and converting clients to retail.
• Career growth in the direction of becoming a retirement plan advisor.
• Marketing and sales support.
• Ability to travel to client locations.
• Drive fueled by curiosity and creativity.

What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

• HUB Women Network
• HUB Black Inclusion Network

Our Voices of HUB Groups are:

• Asian Pacific Islander Voices
• Hispanic Voices
• HUB Young Professional Enrichment (HYPE)
• Indigenous Voices
• Pride Voices
• Military Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

• Talent the attraction, recruitment, and hiring of the best diverse talent;
• Culture creating a culture of Inclusion and Belonging; and
• Community having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $65,000 to $85,000 and will be impacted by factors such as the successful candidates skills, experience and working location, as well as the specific positions business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Apply today!

*LI-AM

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%Required 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.

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

#J-18808-Ljbffr Horan Securities, Inc.

Job Tags

Work at office, Local area, Flexible hours,

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