Relationship Consultant Retirement Plans

Who We Are

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 a leading 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 20000 employees in over 500 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions

What We Offer You

At HUB International we want you to achieve an even work-life balance and our benefits package allows you to manage your health wellness and financial future. HUB International will foster your learning support your endeavors and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Midwest-East:

• Medical Dental and Vision (PPO HMO and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation Holiday Sick and Personal Time Off
• Pet Insurance
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Service Awards

Heres Where You Come In

The Relationship Consultant will act as a daily point of contact for a book of institutional retirement plan clients. He/she will be responsible for coordinating between the plan sponsors plan recordkeeper TPA and investment firms in matters pertaining to the daily administration and management of the plan. The role will work on business development and new client acquisition; alongside the retirement plan consultant/advisor. Running RFPs coordinating investment changes and assisting with education and financial wellness planning are key components to the role. The relationship consultant services as a primary advocate and support to the plan sponsor to achieve the goals of the plan and help their employees retire successfully.

Candidates must possess: Microsoft Office efficiency be securities licensed have working knowledge of employer sponsored retirement plans operate proactively and have experience in providing investment consultation and presenting to clients and committees. Candidate must be highly organized and be able to adapt to a dynamic fast paced environment. Travel may apply in this position and will include locations within driving distance. Additional responsibilities of this position include: assisting with client reporting materials coordinating supplies for client visits scheduling appointments and assisting with marketing efforts of the firm. Successful candidates will interact cohesively with all the teams with the organization.

Job Responsibilities:

• Preparation for plan sponsor meetings and committees
• Strategic planning and recommendations to plan sponsors
• Investment menu design and recommendations
• Attend meetings with investment partners
• Meeting minutes
• Prepare plan design consulting change proposals
• Review Plan Documents and Benchmark plan design
• Cost and vendor benchmarking and analysis; fee negotiations when necessary
• RFP Request for Proposal with Recordkeeper & TPA
• Performance monitoring of investments
• Recommend fund changes and coordinate with team and recordkeeping partners
• Operate and understand internal tools and software
• Understand multiple recordkeeping systems and processes
• Manage and understand recordkeeping resources
• Understand plan sponsor individual needs
• Understand employee engagement and advice
• Work alongside Employee Education and Wealth Team
• Look for cross sale opportunities and communicate with clients all services available
• Serve as the Plan Sponsor advocate and solve for challenges that arise
• Maintain good relationships with all partners Recordkeeper Investment firms TPAs etc

Tasks: Business Development

• Work alongside acquisition new qualified retirement plan opportunities; thorough partnering with Plan Advisors and Networking
• Attend networking events to engage new opportunities
• Build presentation decks and present services
• Manage the Request For Proposal (RFP) process

Cultural Expectations:

• Determination unsatisfied until we are the best. We go the extra mile for clients and colleagues.
• Ownership Responsible to each other our clients and our goals.
• Teamwork Together we attain greater success.
• Sincerity Giving and receiving direct and caring communication

Qualifications:

• Minimum of 2 years in retirement plans
• Bachelors Degree or equivalent
• Securities Licensing which may include: Series 6 63 7 preferred and 65
• Strong ability to analyze and provide financial and plan advice
• Knowledge of retirement plans
• Exceptional communication skills - written and verbal
• Strong computer skills including: Excel: Enter manipulate and format text and numerical data; insert delete and manipulate cells rows and columns; and create and save worksheets charts and graphs. Proficiency with Microsoft Office suite and Outlook quickly learn new tools and programs

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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