Vice President of Retirement Plan Services
Vice President of Retirement Plan Services
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1 Vacancy
Job Description
bout HUB
In a rapidly changing world HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds largest insurance brokers our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad deep and oneofa kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Why choose HUB
Throughout our network of more than 530 HUB offices across North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
- are seeking a progressive work environment at a rapidly growing organization
- have a desire to help others protect their future
- have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- are focused on learning and development to enhance your industry knowledge and expertise
- are a selfstarter willing to invest time and energy to learn the technical aspects of our business
- believe in integrity and building success by developing relationships with others
Heres where you come in:
This position focuses on building and managing relationships with organizations to maintain client retention and satisfaction. Contributes to the generation of growth and profitability of the department through the attainment of specific sales goals for all size plans from external resources and internal associates.
Youre great at:
- Maintaining technical expertise in the investment industry to include monitoring qualified plan investment products mutual funds new investment strategies and the ability to evaluate managers.
- Provides clients with ERISA 321/338 Fiduciary investment advice.
- Proactively seeks to provide and monitor investments that best meet the clients objectives and periodically updating and completing investment analysis.
- Conducting fiduciary review meetings with client to evaluate portfolio comparative analysis of markets investment history performance and risk and provide recommendations.
- Answering client and participant specific questions and perform research as needed.
- Conducts Plan Sponsor Fiduciary Training to committee members.
- Planning communication strategy for client directing the preparation of communication materials reviewing and presenting the determinations to the client.
- Conducts independent oversight of recordkeepers and providers.
- Conducting employee education and enrollment process while making sure employee retirement readiness and plan outcomes remain the ultimate goal.
- Focus on business development for the department.
- Providing ongoing support for existing business partners to retain clients and secure additional clients.
REQUIREMENTS:
- Bachelors degree preferred.
- 710 years experience in qualified plan retirement investment industry.
- Must have maintained a Series 6 or 7 and 63 or 65 license.
- Must be wellorganized and a selfstarter to handle multiple task assignments and projects with critical deadlines.
- Knowledge of basic accounting principles
- Skill in operating personal computer and various office machines.
- Strong knowledge and understanding of qualified plan and investments products.
- Knowledge of marketing and sales practices and principles.
- Good written and verbal communication skills.
- Must be thorough detailed oriented and be responsible for working with confidential information.
Heres what we can offer:
At HUB we believe in giving our employees the room and space they need to do their job. We believe in paying a fair wage with bonus opportunities and offering great benefits like:
- 401k plan where the Company matches 50 of the first 6 you contribute
- Paid parental leave
- Medical dental andvision options
- Robust wellness program
- Paid vacation paid holidays floating holidays and more!
Sales professionals have the opportunity to promote HUBs full suite of insurance products and services from a recognized global leader in the industry. Given HUBs extensive offerings joining HUB will enable you to provide customers with all lines of coverage and help you achieve your full potential as their insurance advisor.Through our Sales Enablement team our producers are supported by bestinclass research tools and programs to continuously provide timely insight and information to our customers. Additionally HUB has an internal sales rewards initiative Superior HUB Awards & Recognition Program (SHARP) that celebrates the top performers in the field annually at an offsite retreat.
We offer a large selection of benefits that are customizable to fit your personal needs a portfolio of both comprehensive and affordable choices.
Our work environment encourages critical andindependent thinking problemsolving and projectmanagement. We trust our employees to make good decisions for our clients and we give them the space to do that. Our work atmosphere is comfortable and offers a dress for your day policy as well as a flexible work schedule.
Like us so far
Take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. Apply online today!
Department Account Management & ServiceRequired Experience: 57 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalentHUB 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 veterans 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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Chief
Employment Type
Full-Time
