Hub International Retirement Plan Education Specialist in Cumberland Foreside, Maine
HUB International Limited is a leading insurance brokerage providing an array of worldwide brokerage services including property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services throughout the United States, Canada and Puerto Rico.
We currently have an opportunity for a Retirement Plan Education Specialist in our Cumberland, Maine, office. The selected employee will be responsible for achieving educational goals set with plan sponsors. This position provides on-site education to contribute to the success of the plan and the participants’ retirement readiness, delivers enrollment meetings, conducts reviews with participants, and provides ongoing service to retirement plan participants.
Identify resource materials for new and current participant educational and enrollment meetings.
Develop strong relationships with key contacts and employees.
Schedule and coordinate participant meetings.
Present current plan information at participant enrollment meetings and conduct quarterly update meetings as scheduled.
Track and maintain results of those meetings, including attendance, allocation changes, and participating changes; prepare and provide monthly report results to lead advisor for fiduciary reviews.
Develop and design new and fresh materials for seminars, education, and enrollment for plan participants at request of plan sponsor.
Work with CFN Compliance Department to gain approval for all materials.
Maintain record and fil of compliance approved materials.
Work one-on-one with participants to answer questions regarding plan during enrollment process; if research or service is necessary, assign action items to appropriate staff and oversee implementation, documentation, and communication with the participant/client.
Be the first point of contact for the firm when providing personalized investment advice/guidance to plan participants.
Understand plan regulatory requirements, and provide guidance to participants and benefits manager.
Continue education in advanced markets/financial literacy through industry, company, broker-dealer, and business resources.
Attend select meetings with the advisor to draft the Fiduciary Plan Review Executive Summary.
Other responsibilities as assigned by Manager.
Strong understanding of retirement plan rules, design, and compliance requirements.
FINRA Series 6, 63 and 65 registrations required but FINRA Series 7 and 66 preferred.
AIF or CRPS designation or willingness to obtain is required.
Strong understanding of investment products.
Variable, life and health insurance license as necessary
Proficiency with Microsoft Office products
Comfort with public speaking and presenting to large groups
Ability to communicate complex financial concepts in an easily understood manner.
Personable and enthusiastic with a passion for education.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 75%
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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.