Financial Consulting Manager

As a Financial Consulting Manager, you will be responsible for leading a team of Financial Analysts within HUB Colorado's Employee Benefits practice. You will also be in a client-facing role, providing analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients.You will work with or delegate team members to work with the various EB Sales Executives, Account Executives, and clients to assist with the delivery and presentation of cost management data and associated solutions that provide bottom line impact. You will play a consultative role in large prospect RFP presentations and client renewal presentations where and when appropriate. In this role, you will :

• Delegate assistance to or directly assist Producers / Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise
• Train Producers and Account Management team as necessary in applying a basic understanding of our capabilities
• Directly support or delegate team support to the Producers and Account Management team in finalist meetings
• Execute marketing efforts focused on sales / retention initiatives – where financial consulting is a key consideration
• Work with each direct report (Financial Analyst) to establish an agreed upon set of performance goals and individual business plans; work toward implementation protocols with the account teams
• Provide feedback, coaching, and accountability on a regular basis to Financial Analyst team members so they have an indication of their progress
• Evaluate team member performance through the appraisal process on an annual basis
• Recommend changes to processes and work product to ensure HUB's reputation as a quality, service-oriented, and value-added organization
• Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs
• Measure results against goals and plans for necessary improvements
• Help manage a book of business (>

100 employees or complex accounts) in tandem with Producers and the Account Executives

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