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

  • HUB's acquisition strategy expands its geographic footprint and industry expertise.
  • Growing demand for cyber insurance presents an opportunity for HUB to expand offerings.
  • Increased focus on digital transformation aligns with HUB's innovation and technology integration.

What critics are saying

  • Integration challenges with new acquisitions may lead to operational inefficiencies.
  • Rising competition from digital insurance platforms threatens HUB's traditional brokerage model.
  • Economic downturns could impact HUB's growth and client retention rates.

What makes HUB unique

  • HUB's strategic acquisitions enhance its regional and specialty capabilities.
  • New leadership appointments strengthen HUB's U.S. Employee Benefits and Retirement & Private Wealth.
  • HUB's focus on holistic financial wellness programs differentiates its employee benefits offerings.

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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

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

Insurance Journal
Apr 8th, 2025
Hub International Buys Meyer & Rosenbaum Agency in Mississippi

Hub International, a global insurance brokerage and financial services firm, has acquired Meyer & Rosenbaum in Meridian, Mississippi, an insurance

PR Newswire
Apr 7th, 2025
Hub International Enhances Commercial And Personal Insurance Capabilities With Acquisition Of Meyer Rosenbaum, Inc. In Mississippi

CHICAGO, April 7, 2025 /PRNewswire/ -- Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of Meyer Rosenbaum, Inc. (Meyer Rosenbaum). Terms of the transaction were not disclosed. Located in Meridian, Mississippi, Meyer Rosenbaum provides commercial and personal insurance to clients in the region. Their focus in various industries supports, complements and strengthens Hub's existing Specialty capabilities. Bruce Martin, President, and the Meyer Rosenbaum team will join Hub Gulf South