Ignite your potential. Impact what matters.

Hi, we're HUB.

We advise businesses and individuals on how to reach their goals.

When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy.

So you’re ready for tomorrow.

Company Profile

HUB International was born in 1998 with the merger of 11 privately held insurance brokerages. Today, HUB is one of the largest insurance brokers in the world and represents a broad, deep, one-of-a-kind aggregation of insurance entrepreneurs.

13,000+

employees across North America.

5th

ranked among the world's largest insurance brokers.

450+

offices across North America.

HUB Mission

To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

HUB Vision

To be everywhere risk exists—today and tomorrow. Helping Protect what matters most.

Our Core Values

  • Entrepreneurship - We encourage innovation and educated risk-taking.
  • Integrity - We do the right thing every time.
  • Teamwork - We work together to maximize results.
  • Accountability - We measure and take responsibility for outcomes.
  • Service - We serve our customers, communities and colleagues.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

  • are seeking a progressive work environment at a rapidly growing organization
  • have a desire to help others protect their future
  • have an entrepreneurial spirit and are challenged by the opportunity to grow the business
  • are focused on learning and development to enhance your industry knowledge and expertise
  • are a self-starter willing to invest time and energy to learn the technical aspects of our business
  • believe in integrity and building success by developing relationships with others

Benefits

We offer a dynamic benefits program that is rooted in your current needs yet evolves as those needs change over time. We are committed to providing you with the tools and resources you need to maximize your benefits portfolio.

We believe in the value of a wellness strategy to build morale and support the personal health goals of our employees. We’re proud to offer our employees medical plans that not only provide coverage for illness and injury, but also enable you and your family to focus on staying well. Outside of offering a portfolio of medical plans to support our employees’ well-being, we’ve worked hard to build a comprehensive program reflecting our values and vision to boost engagement and motivation.

HUB Healthy Habits was created to educate, activate, and support employee engagement in total health and wellbeing, encouraging employees to put healthy ideas into action in and out of the office. On-site health committees lead in-office health initiatives, including monthly educational health and fitness activities.

  • Technology: Portal on the HUB intranet and mobile app delivers health campaigns and contests.
  • Tools: Break rooms designed by our employees outfitted with balls, bands, and light weights.
  • Healthy challenges: Challenges and campaigns with prizes for meeting fitness and nutrition goals.
  • Health screening & coaching: Track your health and performance. Health coaches are available to all employees.

Retirement savings plans: You choose how much to deposit each pay period and how your money is invested.

Travel accident insurance: HUB’s Travel Accident benefit covers injuries and death sustained during business travel. We also provide 24/7 access to personal and emergency assistance when you are traveling for business or personal reasons, including dependents traveling with you.

Flexible spending & parking and transit programs: Flexible spending accounts allow you to pay for eligible health and/or dependent care expenses on a pre-tax basis. You can also use pre-tax dollars to pay for parking and transit expenses and can enroll in the program at any point during the year.

MyHUB Discounts: All HUB employees have access to discounts on automotive, electronic, consumer, educational assistance, home security, travel, home, and work-life products and services.

Employee Assistance Program (EAP): We understand it can be difficult to manage family, work-related and personal issues. That’s why we offer an EAP at no cost to you. To help guide you through difficult situations or simply assist you with day-to-day tasks like finding a last-minute dog sitter, trained professionals work with you as you search for solutions. The program is completely confidential and can help you work through issues related to: emotional well-being, family life, healthy living, and legal or financial matters.

Group auto & home insurance: You have the option of purchasing personal lines of auto and home insurance at discounted rates.

Group legal plan: You have the option of enrolling in the group legal plan. This plan provides access to legal assistance for matters concerning estate planning, real estate, family law, consumer protection and more.

Other voluntary extras include: critical illness insurance, accident insurance, group indemnity insurance, long-term care coverage, and more.

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Retirement Plan Specialist | HUB Jobs

available here at <a href="http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm" target="_blank"> http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm </a> .</p><p style="text-align:inherit"></p><p style="text-align:left"><a href="https://hubinternational.jobs/eeo/" target="_blank">EEOAA Policy</a></p><p style="text-align:inherit"></p><p style="text-align:left"><a href="https://hubinternational.jobs/e-verify/" target="_blank">E-Verify Program</a></p><p style="text-align:left">We endeavor to mak
(844) 300-9193 or <a href="mailto:USRecruiting@hubinternational.com" target="_blank"> USRecruiting@hubinternational.com </a>. This contact infor

Job Information

Hub International Retirement Plan Specialist in Dallas, Texas

Location: DFW area (remote)

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 13,000 employees in 500 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 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 opening new accounts, increasing account contributions, and rollovers into the plan from outside accounts. The RPS will also serve as the main point of contact 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 picture as a whole. Concepts include but not limited to: TRS/Government/State Pensions, Social Security, and Supplemental retirement account options 401(k), 457, 403(b).

Objectives:

  • Act as the main contact in all matters related to the client’s needs

  • Manage a strong client relationship

  • Identify additional sales opportunities for clients

  • Provide exceptional client service

  • Educate the employee's retirement picture as a whole, including TRS/Government/State Pensions, Social Security, and Supplemental Retirement accounts (401(k), 457(b), 403(b)).

  • Maintain service to clients, making sure they’re receiving service that’s meeting their needs.

Key Job Tasks:

  • Assist employees with any retirement or financial needs

  • Developing and managing the client relationship with key leadership

  • Engage in retirement planning education and engagement activities with employees

  • 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.

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. Customer Service skills play an integral part in the RPS role, as the RPS will assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer.

Candidates will educate plan participants, 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. Travel may be required.

#LI-KP1

#INDUS

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.

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 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.