Retirement Plan Advisor - Potential for Hybrid Work

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International you become part of the largest privately owned global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023 HUB is honored to be recognized by Forbes as one of Americas Best Large Employers in 2024. HUB also won the Insurance Business Americas 5Star Diversity Equity and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse entrepreneurial and fast paced team environment supported by over 19000 professionals in 600 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm we offer employees resources in both technology and industry expertise but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique regional culture.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services mergers and acquisitions and a great team of people. As part of our talent engine you will exemplify our strong core values which drive our unique corporate culture. HUBs entrepreneurial spirit is evident in our people products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Retirement Plan Advisor to join the team in our McLean VA office.

The selected individual will be responsible for building strong relationships with key retirement plan clients within the MidAtlantic Retirement & Private Wealth (RPW) team. The successful candidate must be a detailoriented individual with exceptional organizational communication and interpersonal skills.

Job Responsibilities:

• Work closely with RPW leaders and advisors on retirement plan client service and interaction:
  • Lead and manage the client relationship for 40 80 clients including:
    • Schedule and hold review meetings with the Retirement Committee members
      • Proactively and timely prepare internal reports spreadsheets and analysis on client service needs to reveal opportunities for advice and counsel
      • Coordinate with the Client Service Associate to prepare the review materials
      • Complete followup items and documentation post review meeting
    • Proactively complete special projects and requests as needed
    • Generate reports with detail and precision across key data points including industry statistics clientspecific usage and success metrics and other areas
  • Provide consultation and advice to clients and retirement committees across numerous retirement planrelated topics including:
    • Fiduciary governance and oversight
    • Investment due diligence
    • Plan design and strategy
    • Vendor/Recordkeeper management
    • Employee education and engagement
  • Interacts in a professional manner with thirdparty service providers including mutual funds companies and others building our strong positive reputation in the industry.
• Develop sales strategies consistent with overall goals and business objectives for the firm.
• Track and maintain sales identify crossselling opportunities and employ consultative sales process.
• Maintain sales funnel; track new prospects and review incoming prospective plans.
• Follow up on new leads or warm prospects as identified by advisor; use lead advisor to close plans as necessary.
• Prospective client sales and service support
  • Participate in prospective client introductory and sales meetings (with Principals) to discuss and present role on the team and our holistic service model
• Measure track and maintain accountability for specific goals both individually and as a team

Qualifications:

• 5 years of financial services or employee benefits experience including any knowledge of retirement plans and investments preferred
• Series 65 registration
• Industry designations such as the AIF CPFA or NQPA preferred
• Exceptional customer service experience
• Excellent verbal written analytical and organizational skills
• Proficiency with technology including Microsoft Office suite and CRM systems
• Ability to interact with people across all levels of the business
• Strong attention to detail
• Strong communication and interpersonal skills

What We Offer You:

At HUB International we want you to achieve an even worklife 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 careerdriven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International MidAtlantic Inc:

• Medical Dental Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• LongTerm Care
• Identity Theft Group Legal Accident Critical Illness Pet Insurance and many more!
• LowCost Loan Program and Student Loan Resources
• Vacation Holiday Sick and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day DressCode

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard valued respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

• HUB Women Network
• HUB Black Inclusion Network

Our Voices of HUB Groups are:

• Asian Pacific Islander Voices
• Hispanic Voices
• HUB Young Professional Enrichment (HYPE)
• Indigenous Voices
• Pride Voices
• Military Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the threepronged D&I Strategy:

• Talent the attraction recruitment and hiring of the best diverse talent;
• Culture creating a culture of Inclusion and Belonging; and
• Community having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $100000 to $125000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paidtimeoff benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

Apply today!

*LIAM

HUB 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.

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