Education Specialist, Financial Wellness

Education Specialist, Financial Wellness

HUB International Limited ("HUB") is one of the 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 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives
• Opportunity to be involved in our DEIC initiatives and efforts to be an inclusive company through our Employee Resource Groups and Employee Voices Groups

The Education Specialist, Financial Wellness is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.

Essential Duties and Responsibilities:

• Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service
• Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants
• Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution
• Review, organize, process and submit completed client paperwork to appropriate parties
  • This would include both new business as well as ongoing service items
• Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies
• Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
• Utilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming
• Educate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)
• Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence
• Manage communication between the client and internal teams to support existing processes
• Track meeting activity and wealth management lead pipeline for annual client reviews.
• Generate revenue by cross-selling and converting clients to retail
• Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner
• Provide marketing and sales support
• Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process
• Special projects and other duties as assigned

Requirements:

• FINRA Series 7 license and RIA affiliation licensing requirements
• Bachelor's degree preferred
• Bilingual (Spanish Speaking)
• 2-5 years of experience preferred in financial services, retirement plans, and investments
• Must be able to work independently, with some supervision and direction from manager
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)
• Prior experience working with retirement plans and presenting to clients preferred
• Comfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skills
• Project management experience with working on several projects with different timelines simultaneously
• Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills
• Must be a team player
• Minimal travel requirements (conferences or on-site client visits)

HUB International Limited is an equal opportunity 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.