Full-Time

Retirement Plan Specialist

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

No salary listed

Mid, Senior

Dallas, TX, USA

Category
Sales Development Representative
Customer Success
Sales & Account Management
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

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

  • Growing demand for digital insurance platforms boosts HUB's online solutions.
  • Rising interest in cyber insurance expands HUB's offerings in this area.
  • InsurTech partnerships allow HUB to integrate advanced technologies into services.

What critics are saying

  • Increased competition in digital insurance challenges HUB's new solutions.
  • Integration of acquisitions may face cultural and operational challenges.
  • Rapid expansion could strain HUB's resources and compliance adherence.

What makes HUB unique

  • HUB offers specialized insurance for high-net-worth clients with side ventures.
  • HUB's digital marketplace, Insureon, provides access to over 30 insurance carriers.
  • HUB's strategic acquisitions enhance its regional and industry-specific expertise.

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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

PR Newswire
Apr 22nd, 2025
Hub International Launches Private Client Small Business Solutions

Critical Consultative Guidance and Solutions to Help Affluent Clients Secure Insurance Coverage and Mitigate Risks When Operating a Side VentureCHICAGO, April 22, 2025 /PRNewswire/ -- Hub International Limited (HUB), a leading global insurance brokerage and financial services firm, announced today the launch of HUB Private Client Small Business Solutions. The new offering provides high-net-worth (HNW) clients access to specialized coverages to address the risks and liabilities involved with launching and owning a small business.High-net-worth entrepreneurs are navigating a dynamic landscape of record new business formation and an increase of side-business activity as they pursue their next passion. The U.S. Small Business Administration reports a record of 5.5 million new business applications were filed in 2023. As high-net-worth entrepreneurs face the same economic uncertainty and emerging risks that any small business owner might face, they require specialized insurance coverage and risk advisory services that safeguard their ventures and wealth as they launch anything from their new tequila line to jewelry designs."When an affluent family member starts a side venture, they need to understand and account for liabilities while operating a small business," said Katherine Frattarola, HUB Executive Vice President and Head of HUB Private Client. "With HUB Private Client Small Business Solutions, we understand the importance of customized guidance and solutions to protect not just the operations of this new venture but our clients' wealth and legacy."HUB Private Client Small Business Solutions is powered by Insureon, HUB's digital marketplace for small business insurance, which provides convenient digital access to specialized coverages from more than 30 leading insurance carriers, including general liability, commercial auto, property, business owners, cyber, errors and omissions, and more

Business Insurance
Apr 18th, 2025
Hub hires former university risk manager

Hub International Ltd. has hired Sypress Davis as regional director, education practice, in Miami.

HR Tech Publications
Apr 11th, 2025
HUB International Announces New U.S. Leadership

Mustafa Faizani joins HUB in a new role as Executive Vice President of U.S. Employee Benefits and Retirement & Private Wealth, effective May 5, 2025.

PR Newswire
Apr 10th, 2025
Hub International Announces New U.S. Employee Benefits And Retirement Private Wealth Leadership Appointments

CHICAGO, April 10, 2025 /PRNewswire/ -- Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today new appointments to its U.S. Employee Benefits and Retirement & Private Wealth leadership team.Mustafa Faizani joins HUB in a new role as Executive Vice President of U.S. Employee Benefits and Retirement & Private Wealth, effective May 5, 2025. Michael Booth succeeds Mike Barone as the new President of U.S. Employee Benefits Practice. Barone has led the practice for 12 years, and he will step into a new role at HUB focused on M&A, recruiting top talent and producer coaching/sales assistance."Mustafa is a proven leader in mobilizing sales, servicing teams and fostering collaboration across multiple lines of business

PR Newswire
Apr 8th, 2025
Hub International Strengthens Employee Benefits Services With Acquisition Of Employee Benefit Associates, Inc. In Kentucky

CHICAGO, April 8, 2025 /PRNewswire/ -- Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of Employee Benefit Associates, Inc. (EBA). Terms of the transaction were not disclosed.EBA is an independent insurance agency located in Lexington, Kentucky. EBA provides clients in the region with employee benefit planning with additional services, including individual life and health coverages."We're excited EBA is joining Hub, which is another milestone for our region's strategic growth," said Cooper Jones, President of Hub Mid-South. "EBA will help strengthen our ability to provide sophisticated counsel to our clients navigating today's evolving employee benefits landscape."Benefit Consultants Greg Humkey and Christina Heckathorn, and the EBA team will join Hub Mid-South.EBA will be referred to as EBA, a Hub International company.About Hub's M&A ActivitiesHub International Limited is committed to growing organically and through acquisitions to expand its geographic footprint and strengthen industry and product expertise. For more information on the Hub M&A experience, visit WeAreHub.com.About Hub InternationalHeadquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services