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.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024.  HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years.  Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 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.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Retirement Plan Advisor to join the team in our Rockville, MD office.

The selected individual will be responsible for building strong relationships with key retirement plan clients within the Mid-Atlantic Retirement & Private Wealth (RPW) team. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.

Job Responsibilities:

Develop sales strategies consistent with overall goals and business objectives for the firm.Track and maintain sales goals, identify cross-selling opportunities, and employ consultative sales process.Maintain sales funnel; track new prospects and review incoming prospective plans.Follow up on new leads or warm prospects as identified by advisor; use lead advisor to close plans as necessary.Work closely with RPW leaders and advisors on retirement plan client service and interaction:Lead and manage the client relationship for 20 - 40 clients, including:Schedule and hold review meetings with the Retirement Committee membersProactively and timely prepare internal reports, spreadsheets, and analysis on client service needs to reveal opportunities for advice and counselCoordinate with the Client Service Associate to prepare the review materialsComplete follow-up items and documentation post review meetingProactively complete special projects and requests as neededGenerate reports with detail and precision across key data points, including industry statistics, client-specific usage and success metrics, and other areasProvide consultation and advice to clients and retirement committees across numerous retirement plan-related topics, including:Fiduciary governance and oversightInvestment due diligencePlan design and strategyVendor/Recordkeeper managementEmployee education and engagementInteracts in a professional manner with third-party service providers including mutual funds companies and others building our strong, positive reputation in the industry.Prospective client sales and service supportParticipate in prospective client introductory and sales meetings (with Principals) to discuss and present role on the team and our holistic service modelMeasure, track, and maintain accountability for specific goals, both individually and as a team

Qualifications:

5+ years of financial services or employee benefits experience, including any knowledge of retirement plans and investments preferredSeries 65 registrationIndustry designations, such as the AIF®, CPFA®, or NQPA™, preferredExceptional customer service experienceExcellent verbal, written, analytical, and organizational skillsProficiency with technology including Microsoft Office suite and CRM systemsAbility to interact with people across all levels of the businessStrong attention to detailStrong communication and interpersonal skills

What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

Medical, Dental, Vision and Prescription Drug CoverageHealth Plan Reimbursement ProgramHealth Savings Account (HSA)401(k) Savings PlanEmployee Assistance Program (EAP)Comprehensive Wellness ProgramFlexible Spending Accounts (FSAs)Life and Disability PlansLong-Term CareIdentity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!Low-Cost Loan Program and Student Loan ResourcesVacation, Holiday, Sick, and Personal Time OffComprehensive OnboardingContinuing EducationFlexible Work ArrangementsDress for Your Day Dress-Code

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

HUB Women NetworkHUB Black Inclusion Network

Our Voices of HUB Groups are:

Asian Pacific Islander VoicesHispanic VoicesHUB Young Professional Enrichment (HYPE)Indigenous VoicesPride VoicesMilitary Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

Talent – the attraction, recruitment, and hiring of the best diverse talent;Culture – creating a culture of Inclusion and Belonging; andCommunity – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $100,000 to $125,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Apply today!

*LI-AM

Department Sales

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

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.