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1 Vacancy
Job Description
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. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19000 professionals in 500 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.
We currently have an opportunity for a Retirement Plan Consultant.
Overview:
Responsible for meeting regularly with assigned clients developing strong relationships with clients and working with the team to deliver superior service to clients. The Consultant is further tasked with understanding and responding to client needs and assuming a consultative role to acquire a clear understanding of the business need and the clients perception of relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions in accordance with the practices policies and procedures of the Company.
Responsibilities:
- Build client relationship to highest level of decision makers.
- Plan and conduct effective inperson virtual and/or phone meetings.
- Make thorough plans and preparations for client meetings.
- Develop manage and maintain strong client relationships.
- Facilitate discussions with clients regarding legal regulatory and design issues across the plan.
- Consult with clients on qualified and potentially nonqualified plan design alternatives.
- Coordinate internal resources to provide analysis and recommendations to clients on design alternatives.
- Other responsibilities as assigned by Manager.
Qualifications:
- Bachelors degree or relevant experience required.
- Series 6 63 & 65
- 10 years of relationship management or client service experience; preferably within Retirement/401K industry.
- Proficiency in Microsoft Office Suite.
- Retirement plan record keeping and administration experience.
- Demonstrated problemsolving skills.
- Effective presentation skills influence and negotiation skills.
- Excellent organizational interpersonal communication skills and ability to work in a team environment.
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.
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.
Employment Type
Full-Time
