Full-Time

Retirement Plan Specialist

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Global insurance broker and risk management services

No salary listed

Mid, Senior

Dallas, TX, USA

Category
Sales Development Representative
Customer Success
Sales & Account Management
Connection
Connection
Connection
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Requirements
  • Master concepts relating to employee's retirement options, including TRS/Government/State Pensions, Social Security, and Supplemental retirement account options (401(k), 457, 403(b))
  • Exhibit professional and effective communication skills
  • Ability to work in a team-oriented environment
  • Provide investment guidance and counsel employees on their options
  • Stay up to date on current legislative and regulatory issues affecting employee retirements
Responsibilities
  • Act as a direct liaison between the Client and TCG, HUB
  • Manage a strong Client relationship
  • Identify additional sales opportunities for Clients
  • Provide exceptional service by meeting SLA requirements
  • Retain Client Assignments/Client retention
  • Educate the employee on their retirement picture, including TRS/Government/State Pensions, Social Security, and Supplemental Retirement accounts (401(k), 457(b), 403(b))
  • Maintain a level of Operational knowledge to assist the Client and plan participants with processes and transactions
  • Increase participation in retirement plans
  • Assist employees with any retirement or financial needs
  • Develop and manage client relationships with key employees
  • Prepare and analyze Client Health Reports
  • Provide ongoing legislative and regulatory updates to Client and participants
  • Engage in retirement planning & education at employee events
  • Manage relationships with strategic partners and vendors
  • Manage communication between the client and internal teams to support existing processes
  • Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer
Desired Qualifications
  • The Series 65 license is preferred

HUB provides advisory services to businesses and individuals, helping them achieve their goals through a comprehensive range of insurance and risk management solutions. Their offerings include property and casualty insurance, life and health insurance, employee benefits, retirement planning, and wealth management. HUB operates through a network of specialists who work closely with clients to create customized solutions that address their specific needs. What sets HUB apart from its competitors is their focus on advocacy and personalized service, ensuring that clients receive dedicated support and guidance. The company's goal is to empower clients with the knowledge and resources they need to navigate a changing world and prepare for the future.

Company Size

5,001-10,000

Company Stage

Debt Financing

Total Funding

$6.9B

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's valuation increased from $4.4 billion in 2013 to $29 billion in 2025.
  • The $1.6 billion investment demonstrates confidence in HUB's growth and market strategy.
  • Acquisition of Allegiant strengthens HUB's expertise in nonprofit and education sectors.

What critics are saying

  • Cultural differences may challenge integration of Allegiant Global Partners into HUB.
  • Rising interest rates could impact HUB's investment income and profitability.
  • Direct-to-consumer insurance models may reduce HUB's market relevance.

What makes HUB unique

  • HUB's $29 billion valuation highlights its strong market position and growth potential.
  • Acquisition of Allegiant Global Partners enhances HUB's employee benefits and global capabilities.
  • HUB's strategic investments focus on sustainable top-tier organic growth.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Paid Vacation

Flexible Work Hours

Professional Development Budget

Conference Attendance Budget

Unlimited Paid Time Off

Mental Health Support

Wellness Program

Phone/Internet Stipend

Home Office Stipend

Company News

Bizjournals
May 14th, 2025
Insurance giant Hub adds Allegiant to growing portfolio of acquisitions

The largest insurance broker in Massachusetts, Hub International Ltd., has gotten a little larger with the acquisition of Boston-based Allegiant Global Partners.

AI-CIO
May 13th, 2025
Hub International Valued at $29 Billion

Hub International Ltd. was valued at $29 billion following a $1.6 billion equity investment led by T. Rowe Price, Alpha Wave Global, and Temasek, with new investors participating. The deal is expected to close in May. Hub's valuation has risen from $4.4 billion in 2013. The firm will offer liquid private placements to ensure shareholder liquidity. Oliver Wyman predicts increased price competition and consolidation in the industry, rewarding efficient and well-integrated brokerages.

Reinsurance News
May 12th, 2025
HUB secures minority investment of $1.6bn reaching $29bn valuation

Hub International Limited (HUB), a global insurance brokerage and financial services firm, has secured a minority common equity investment of approximately $1.6 billion, valuing HUB at a $29 billion total enterprise valuation.

TradingView
May 12th, 2025
HUB International Secures $1.6B Investment

HUB International Ltd has secured a $1.6 billion minority investment, reaching a valuation of $29 billion. The investment is led by T. Rowe Price, Alpha Wave, and Temasek. H&F retains controlling interest, while Altas and LGP remain significant minority shareholders and will continue to be represented on HUB's board of directors.

WN.com
May 12th, 2025
HUB International gains $1.6B investment

Hub International Limited (HUB) announced a minority common equity investment of approximately $1.6 billion, valuing the company at a total enterprise valuation of $29 billion. This investment highlights confidence in HUB's sustainable top-tier organic growth.