Retirement Plan Specialist
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Job Location:
Austin, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
About Us:
At HUB International we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. 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.
HUB is a 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.
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.
Description/Overview:
We are looking for a motivated individual to join our Retirement Plan Specialist Team! The RPS role acts as a personable account manager to clients while finding opportunities to grow business from within the existing client. This can be accomplished by growing the clients retirement plans by opening new accounts increasing account contributions and rollovers into the plan from outside accounts. The RPS will also serve as the main point of contact for the client providing excellent customer service and maintaining a strong relationship with the clients leadership.
Candidates will be trained and required to master concepts relating to the employees retirement picture as a whole. Concepts include but not limited to: TRS/Government/State Pensions Social Security and Supplemental retirement account options 401(k) 457 403(b).
Objectives:
- Act as the main contact in all matters related to the clients needs
- Manage a strong client relationship
- Identify additional sales opportunities for clients
- Provide exceptional client service
- Educate the employees retirement picture as a whole including TRS/Government/State Pensions Social Security and Supplemental Retirement accounts (401(k) 457(b) 403(b)).
- Maintain service to clients making sure theyre receiving service thats meeting their needs.
Key Job Tasks:
- Assist employees with any retirement or financial needs
- Developing and managing the client relationship with key leadership
- Engage in retirement planning education and engagement activities with employees
- 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.
Successful candidates will display the capacity and willingness to learn exhibit professional and effective communication skills and be able to work in a team-oriented environment. Customer Service skills play an integral part in the RPS role as the RPS will assist with benefits fairs retirement seminars open enrollments and one-on-one appointments hosted by the employer.
Candidates will educate plan participants provide investment guidance and counsel employees on their options. The candidate will train to master employee retirement plan options and stay up to date on current legislative and regulatory issues affecting employee retirements. Travel may be required.
Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%Required Education: Associate degree (2-year degree)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.
Required Experience:
IC
Key Skills
- Sales Experience
- Crane
- Customer Service
- Communication skills
- Heavy Equipment Operation
- Microsoft Word
- Case Management
- OSHA
- Team Management
- Catheterization
- Microsoft Outlook Calendar
- EHS
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
