Job details

Retirement Plan Consultant

Get a free resume review

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. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19,000 professionals in 500 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 Retirement Plan Consultant.

Overview:

Responsible for meeting regularly with assigned clients, developing strong relationships with clients and working with the team to deliver superior service to clients. The Consultant is further tasked with understanding and responding to client needs and assuming a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions in accordance with the practices, policies, and procedures of the Company.

Responsibilities:

Build client relationship to highest level of decision makers.
Plan and conduct effective in-person, virtual and/or phone meetings.
Make thorough plans and preparations for client meetings.
Develop, manage, and maintain strong client relationships.
Facilitate discussions with clients regarding legal, regulatory and design issues across the plan.
Consult with clients on qualified and potentially nonqualified plan design alternatives.
Coordinate internal resources to provide analysis and recommendations to clients on design alternatives.
Other responsibilities as assigned by Manager.

Qualifications:

Bachelor’s degree or relevant experience required.
Series 6, 63 & 65
10+ years of relationship management or client service experience; preferably within Retirement/401K industry.
Proficiency in Microsoft Office Suite.
Retirement plan record keeping and administration experience.
Demonstrated problem-solving skills.
Effective presentation skills, influence, and negotiation skills.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Department Account Management & Service

Required Experience: 10-15 years of relevant experience

Required Travel: Negligible

Required Education: Diploma

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.

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 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.

Average salary estimate

$100000 / YEARLY (est.)

min

max

$80000K

$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Retirement Plan Consultant, HUB International

Are you ready to join a Stevie Award Winning Team at HUB International as a Retirement Plan Consultant in the vibrant city of Boston, MA? At HUB International, we pride ourselves on being the largest privately owned global insurance broker, providing a diverse range of services, including risk management, employee benefits, and investment solutions. When you come aboard, you'll find yourself thriving in a dynamic, entrepreneurial environment backed by over 19,000 professionals across North America. Your primary responsibility as a Retirement Plan Consultant will be to build lasting relationships with clients, understanding their unique needs, and working diligently to deliver exceptional service. You'll be meeting regularly with your clients, facilitating discussions about legal, regulatory, and design concerns related to their retirement plans. Not only will you coordinate internal resources to provide insightful analysis, but you will also anticipate issues and create proactive solutions. With your expertise and experience in the Retirement/401K industry, you'll have the opportunity to consult on both qualified and nonqualified plan design alternatives. Here at HUB, we empower our employees with resources in technology and industry knowledge while ensuring that each office maintains its own unique charm. If you're looking to enhance your career and make a meaningful impact in the world of retirement planning, we encourage you to explore this opportunity with us.

Frequently Asked Questions (FAQs) for Retirement Plan Consultant Role at HUB International

What are the main responsibilities of a Retirement Plan Consultant at HUB International?

As a Retirement Plan Consultant at HUB International, your primary responsibilities include building strong client relationships, conducting thorough preparations for meetings, and facilitating discussions regarding legal and regulatory matters related to retirement plans. You'll also consult on plan design alternatives and coordinate analyses to provide tailored recommendations for clients.