Retirement Plan Account Executive
Retirement Plan Account Executive
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Job Description
About Us:
HUB is the 5th largest global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 18000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.
Mission Statement:
We are a highly committed diverse financial services organization serving hundreds of thousands of retirement plan participants individuals and institutions across the United States. We provide financial piece of mind and top of class solutions investments administration and service. We are committed to the highest Ethics Competency Customer Service and providing our valued clients with the best and most competent professional team.
Retirement Plan Account Executive
As a Retirement Plan Consultant you will work with the clients Investment team and plan administrators to provide investment and capital markets research analysis and advice to our clients. Responsibilities include analyzing investment managers portfolios; reviewing investment reports; preparing exhibits and other presentation documentation; and answering client questions and requests. This requires someone with attention to detail an interest in investment markets and willingness to contribute with high standards and professionalism within a small team.
Responsibilities for Retirement Plan Account Executive:
- Client retention building relationships with key client personnel. Acquire a thorough understanding of clients business and intentions for offering a retirement plan to employees.
- Leveraging technology and automation to develop and implement an efficient smallplan service model.
- Utilizing this service model to manage 100150 small plans by integrating automation CRM systems AI and other advanced technologies.
- Discovering opportunities to cross sell deferred compensations plans FinPath or other HUB service that might be beneficial to the clients business.
- Working with the client to determine a service model that matches the plan revenue and the clients expectations.
- Present retirement plan reviews that cover:
- Updates on plan administration & compliance.
- Updates on regulation litigation and legislation that might affect retirement plans.
- Updates on retirement plan education activities.
- Recaps on capital markets
- Retirement plan investment monitoring
- Finalizes financial information from multiple sources in order to prepare quarterly investment performance reports.
- Proactive communication and engagement with the clients. Making yourself a trusted resource for all matters related to retirement plan development.
- Use technical analytical and communication skills to support the client RIA operations staff and recordkeepers in all aspects of datarelated work.
- Active in the promotion and activities of increased plan participation and participant contribution rates.
- Basic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investments.
- Other responsibilities / duties as assigned or requested by management
Qualifications for Retirement Plan Investment Consultant Qualifications:
- 3 years of experience in a similar role
- Bachelors degree
- Strong technical and analytical skills
- Required Licenses & Credentials: Must have 65 or Series 7 and 66
- PREFERRED:
- Proficiency in spreadsheets and large data management
- Proficiency in fi360 Relius Administration and PensionPal
- Advanced investment designation such as CFP or CPFA etc.
- ASPPA Credentials Preferred
#LIKP1
Department Account Management & ServiceRequired Experience: 25 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.
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Required Experience:
IC
Employment Type
Full-Time
