ABOUT HUB INTERNATIONAL:

HUB International Limited (“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 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part 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 and organization.  We offer:

Competitive salaries and benefits offeringsMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramPaid Parental LeaveGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that’s important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe 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 communityStrong community support and involvement through HUB GivesOpportunity to be involved in our DEIC initiatives and efforts to be an inclusive company through our Employee Resource Groups and Employee Voices Groups

SUMMARY:

The Bilingual 401(k) Employee Education Specialist is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional serviceProactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participantsAssists both Plan Sponsors and Plan Participants with questions, requests and issue resolutionReview, organize, process and submit completed client paperwork to appropriate partiesThis would include both new business as well as ongoing service itemsDevelop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategiesProvide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeingUtilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programmingEducate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presenceManage communication between the client and internal teams to support existing processesTrack meeting activity and wealth management lead pipeline for annual client reviews.Generate revenue by cross-selling and converting clients to retailPursue career growth in the direction of becoming a Retirement Plan Advisor or Financial PlannerProvide marketing and sales supportWork with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off processSpecial projects and other duties as assigned

REQUIREMENTS:

FINRA Series 7 license and RIA affiliation licensing requirementsBachelor’s degree preferredBilingual (Spanish Speaking)2-5 years of experience preferred in financial services, retirement plans, and investmentsMust be able to work independently, with some supervision and direction from managerProficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)Prior experience working with retirement plans and presenting to clients preferredComfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skillsProject management experience with working on several projects with different timelines simultaneouslyStrong attention to detail, organizational skills, customer service skills, and verbal/written communication skillsMust be a team playerMinimal travel requirements (conferences or on-site client visits)

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.