Retirement Plan & Investment Consultant

The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ etc.). RPCs will also support new business advisers in the sales process and occasionally directly close and onboard new clients. RPCs must understand all aspects of plan design, customer service, participant education, investment consulting, external reporting, plan fees, fiduciary duties of plan committees, and internal procedures in order to build client relationships, solve problems, proactively communicate with clients, manage client reporting, participate in client meetings, prepare meeting minutes, run client projects, and coordinate with service providers. A successful RPC is organized, responsive, proactive, and dedicated to excellence.

Duties and Responsibilities

• Contributing to various team meetings
• Participating in day-to-day communication with clients proactively
• Assisting clients with questions and issue resolution
• Managing review meetings directly with clients
• Preparing client meeting and other presentation materials in collaboration with the retirement client service team
• Coordinating with other departments to ensure deadlines are met
• Supporting the sales process in the creation and responses for RFIs/RFPs, finals presentations, onboarding, etc.
• Maintaining client support technology systems including databases, client relationship management systems, and investment analytics applications
• Provide investment consulting including investment recommendations
• Assisting in the completion of additional reports and presentations as necessary
• Provide education support to retirement plan participants
• Helping the team in streamlining services and implementing new applications, software, and products
• Training and mentoring less experienced staff
• Contributing to a positive workplace environment
• Ensuring the highest level of customer service and satisfaction
• All other duties as assigned

Preferred Knowledge and Skills

• Bachelor’s degree
• FINRA Series 6, 63, and 65 license (or obtaining within the established timeframe)
• 5+ years of relevant financial services industry experience
• Comprehensive retirement industry and investment knowledge (401k, 403b, DB, ESOP, NQ etc.).
• Excellent communication skills, both oral and written
• Detail orientated and superior organizational skills
• Deadline driven
• Team player with the ability to collaborate with others
• Highly computer literate and proficient in a variety of programs including Microsoft Office Suite

HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated administrative professionals to join our team to support our Retirement and Private Wealth division.

HUB offers rewarding opportunities for experienced professionals and training for motivated individuals seeking career development. If you are a career-driven, entrepreneurial self-starter, this is an opportunity to achieve your full potential with HUB International!

Benefits

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!

Other benefits you will enjoy:

• Medical, Dental, and Vision (PPO and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Sick, and Personal Time Off
• Flexible Spending Accounts for:

• Healthcare
• Dependent care

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelor’s degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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