Retirement Plan SpecialistDallas, TX

About Us:

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. 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.

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 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Mission Statement:

We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

Description/Overview:

We are looking for a motivated individual to join our Retirement Plan Specialist (“RPS”) Team. The RPS role acts as a personable account manager to clients, while finding opportunities to grow business from within the existing client. This can be accomplished by growing the client’s retirement plans by increasing participation, maximizing account contributions, and facilitating rollover transactions into the plan from outside accounts. The RPS will also serve as the liaison for the client, providing excellent customer service and maintaining a strong relationship with the client’s leadership.

Candidates will be trained and required to master concepts relating to the employee's retirement options, concepts include but not limited to: TRS/Government/State Pensions, Social Security, and Supplemental retirement account options 401(k), 457, 403(b). Successful candidates will display the capacity and willingness to learn, exhibit professional and effective communication skills, and be able to work in a team-oriented environment. Candidates will provide investment guidance, and counsel employees on their options. The candidate will train to master employee retirement plan options and stay up to date on current legislative and regulatory issues affecting employee retirements.

Objectives:

·Direct liaison between the Client and TCG, HUB

·Manage a strong Client relationship

·Identify additional sales opportunities for Clients

·Provide exceptional service by meeting SLA requirements

·Retain Client Assignments/Client retention

·Educate the employee on their retirement picture, including TRS/Government/State Pensions, Social Security, and Supplemental Retirement accounts (401(k), 457(b), 403(b))

·Maintain a level of Operational knowledge to be able to assist the Client and plan participants with processes and transactions

·Increase participation in retirement plans

Key Job Tasks:

·Assist employees with any retirement or financial needs

·Develop and manage client relationships with key employees

·Prepare and analyze Client Health Reports

·Provide ongoing legislative and regulatory updates to Client and participants

·Engage in retirement planning & education at employee events

·Manage relationships with strategic partners and vendors

·Manage communication between the client and internal teams to support existing processes

·Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer

·The Series 65 license is preferred

·Travel may be required

#LI-KP1

Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

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.

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