Director, Participant Engagement & Retirement Education
About 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. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 21,000 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.
We currently have an opportunity for a Participant Engagement & Retirement Planning Consultant. This is a hands-on, client-facing role focused on conducting retirement plan education sessions, engaging plan participants one-on-one to address their individual financial needs and connecting them to HUB's broader Retirement & Private Wealth resources. As the department grows, the role expands to include developing educational content, leading a team of educators, and serving as a liaison to local management.
Specific Duties:
Participant & Client Engagement
- Coordinate and conduct employee engagement sessions, including enrollment meetings, financial wellness presentations, and other related topics
- Conduct client and participant Retirement Plan education meetings, both virtually and onsite at client offices
- Meet individually with plan participants to understand their personal financial goals and identify opportunities to help them through HUB's Retirement & Private Wealth services — including financial planning, investment management, and insurance and protection solutions
- Convert participant relationships into private wealth and ancillary business, handling opportunities directly or in partnership with a Private Wealth advisor as appropriate
- Serve as a connection point between retirement plan participants and the broader Private Wealth team to deepen client relationships and drive ancillary revenue
- Respond to, assist, and support plan participants
- Plan a virtual education offering available to all clients
- Schedule meetings with clients as assigned
- Maintain strong knowledge of clients, client contacts, and client plans
- CRM maintenance of all client interactions
- Support the Sales Team as needed
Content & Industry Awareness
- Develop content in collaboration with the national marketing team; enhance or update as needed
- Monitor ongoing industry news for trends and shifts relevant to participant education
Team Leadership & Strategy (growing with the department)
- As the team grows - manage, retain, attract, and develop talent, including training the education team, creating and facilitating a training program, shadowing to ensure standards are met, and providing ongoing coaching and feedback through regular performance and development discussions
- Identify and resolve strategic challenges
- Liaison with local management on trends, needs, and client feedback
- Special projects as assigned
Qualifications:
- Bachelor's degree required
- FINRA licensed, with one of the following combinations: Series 7 & 66, or Series 6, 63 & 65 (Series 7 & 66 preferred)
- Life & health insurance license required, to support participant-level cross-sell of private wealth and insurance solutions
- Strong knowledge of Retirement Plans
- General knowledge related to financial services, investments, and ERISA
- Strong communication skills
- Prior experience working with Retirement Plans and presenting to clients
- Proficient in Microsoft Office Suite
- Must be able to work independently, with some supervision and direction from manager
- Must possess and demonstrate excellent organizational skills, customer service skills, and verbal and written communication skills
- Strong analytical and problem-solving skills
- Management experience preferred
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 veteran's 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 HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.