Retirement & Private Wealth Producer
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Job Location:
Nashville, IN - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
ABOUT HUB INTERNATIONAL:
HUB International Limited (HUB) is one of the largest global insurance and employee benefits brokerprovidinga broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 21000 employees in600 offices throughout North America HUB hasgrown substantially inpart due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees.Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers andorganization.We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation Holiday Sick and Personal Time Off
Great work/lifebalance becausethatsimportant for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives
SUMMARY:
This position focuses on building and managing relationships with organizations tomaintainclient retention and satisfaction.Contributesto the generation of growth and profitability of the department through the attainment of specific sales goals for all size plans from external resources and internal associates.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Maintaining technicalexpertisein the investment industryto includemonitoring qualified plan investment products mutual funds new investmentstrategiesand the ability to evaluate managers.
Provides clients with ERISA 3(21)/3(38) Fiduciary investment advice.
Proactivelyseeksto provide andmonitorinvestments that best meet the clientsobjectivesand periodically updating and completing investment analysis.
Conducting fiduciary review meetings withclientto evaluateportfolio comparative analysis of markets investment historyperformanceand risk and provide recommendations.
Answering client and participant specific questions and perform research as needed.
Conducts Plan Sponsor Fiduciary Training to committee members.
Planning communication strategy forclient directing the preparation of communication materials reviewing and presenting the determinations to the client.
Conducts independent oversight of recordkeepers and providers.
Conducting employee education and enrollment process while making sure employee retirement readiness and plan outcomes remain theultimate goal.
Focus on business development for the department.
Providing ongoing support for existing business partners toretainclients and secureadditionalclients.
REQUIREMENTS:
Bachelors degree preferred.
7-10 years experience inqualifiedplan retirement investment industry.
Must havemaintaineda Series 6 or 7 and 63 or 65 license.
Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program
Must be well-organized and a self-starter to handle multiple task assignments and projects with critical deadlines.
Knowledge of basic accounting principles
Skill in operating personalcomputerand various office machines.
Strong knowledge and understanding of qualified plan andinvestmentsproducts.
Knowledge of marketing and sales practices and principles.
Good written and verbal communication skills.
Must be thoroughdetailed orientedand beresponsible for working with confidential information.
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
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
