Retirement Plan Account ExecutiveHouston, TX
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.
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.
Retirement Plan Account Executive
As a Retirement Plan Consultant, you will work with the clients, Investment team, and plan administrators to provide investment and capital markets research, analysis, and advice to our clients. Responsibilities include analyzing investment managers’ portfolios; reviewing investment reports; preparing exhibits and other presentation documentation; and answering client questions and requests. This requires someone with attention to detail, an interest in investment markets, and willingness to contribute with high standards and professionalism within a small team.
Responsibilities for Retirement Plan Account Executive:
Client retention, building relationships with key client personnel. Acquire a thorough understanding of client’s business and intentions for offering a retirement plan to employees.
Discovering opportunities to cross sell deferred compensations plans, FinPath, or other HUB service that might be beneficial to the clients business.
Working with the client to determine a service model that matches the plan revenue and the clients expectations.
Present retirement plan reviews that cover:
Updates on plan administration & compliance.
Updates on regulation, litigation, and legislation that might affect retirement plans.
Updates on retirement plan education activities.
Recaps on capital markets
Retirement plan investment monitoring
Finalizes financial information from multiple sources in order to prepare quarterly investment performance reports.
Proactive communication and engagement with the clients. Making yourself a trusted resource for all matters related to retirement plan development.
Use technical, analytical, and communication skills to support the client, RIA operations staff, and recordkeepers in all aspects of data-related work.
Active in the promotion and activities of increased plan participation and participant contribution rates.
Basic knowledge of capital markets and investments and/or keen interest in developing knowledge of capital markets and investments.
Other responsibilities / duties as assigned or requested by management
Qualifications for Retirement Plan Investment Consultant Qualifications:
3+ years of experience in a similar role
Strong technical and analytical skills
Required Licenses & Credentials: Must have 65 or Series 7 and 66
Advanced investment designation such as CFP, or CPFA, etc.
Proficiency in fi360, Orion, and Relius
Department Account Management & Service
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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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.