Client Relationship Manager Retirement Plan Consultant
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Job Location:
Denver, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Summary:
We are looking for a professional organized detail-oriented team player to join HUB International Retirement & Private Wealth. We have 600 locations in North America with 20000 employees serving over 10000 retirement plans.
In this role you will:
- Build maintain and strengthen our relationships with our retirement plan clients;
- Responsible for proactive relationship management with clients and external partners;
- Build strategies to overcome any challenges or goals a client may have each year;
- Manage multiple client service requests daily through telephone and email;
- Have responsibility for presenting quarterly investment reports to our retirement committees as part of our 3(21) and 3(38) Investment Fiduciary services;
- Work closely with our vendor partners in servicing our clients;
- Assist the sales team in prospecting for potential new customers or new services our company could provide;
- Review of meeting materials for meetings using Microsoft Office (Outlook Word PowerPoint Excel) and proprietary reporting systems;
- Assist with client events client support and special projects;
- Be willing to be part of team that helps each other meet our goals to grow our book of clients.
Valuable experience for someone applying for this job:
- Securities licensing (Series 65); is required or something a candidate would be required within 60-days of employment.
- AIF CPFA CFP designations would be beneficial but not required in role;
- Background in retirement plan and investments including 401(k) 403(b) 457(b) Pension ESOP and PEPs;
- Experience with retirement plan design options and compliance topics;
- Comfortable speaking with people on the in group settings or on the phone with a positive attitude and professional interpersonal skills;
- Comfortable speaking to large groups like client training or participant education;
- Project management experience with working on several projects with different timelines simultaneously;
- Strong attention to detail and organizational skills;
- Independent person able to problem solve and work well without oversight;
- Proficient in Microsoft Office including Word Excel PowerPoint and Outlook;
- Also helpful to have experience with Sales Force or client management data bases.
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:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
