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Join our Award-Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024. HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 offices across North America.

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.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a **Senior Consultant, Retirement Plans** to join the team in our **Bethesda, MD** office.

The selected individual will be responsible for building strong relationships with key retirement plan clients within the Mid-Atlantic Retirement & Private Wealth (RPW) team. The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.

Job Responsibilities:

+ Financial Wellness & Employee Engagement

+ Work closely with the VP of Financial Wellness and Financial Wellness Team to develop and deliver customized education & financial wellness programs to clients, including:

+ Development of educational content and materials

+ Delivery of live, in-person and virtual group education presentations

+ Delivery of one-on-one, individual financial coaching sessions – various mediums

+ Respond to client and individual participant e-mails and phone calls

+ Responsible for maintaining client relationships and all aspects of financial wellness service for specific clients and their employees, including:

+ Coordinating and leading annual financial wellness planning calls for designated Tier 1 clients

+ Coordinating with the Financial Wellness Client Service Associate on Retirement Committee deliverables and requests

+ Support the Financial Wellness and Marketing Teams in content creation and strategy:

+ Collaborate with Marketing Manager on developing new content and identifying pertinent topics to incorporate into the content calendar

+ Review and edit drafted content for accuracy and value add

+ Retirement Plan Consulting

+ Lead and manage the client relationship for assigned clients (estimated 4-12, Tier 2-4 client), including:

+ Schedule and hold review meetings with the Retirement Committee members

+ Proactively and timely prepare internal reports, spreadsheets, and analysis on client service needs to reveal opportunities for advice and counsel

+ Coordinate with the Client Service Associate to prepare the review materials

+ Complete follow-up items and documentation post review meeting

+ Proactively complete special projects and requests as needed

+ Generate reports with detail and precision across key data points, including industry statistics, client-specific usage and success metrics, and other areas

+ Provide consultation and advice to clients and retirement committees across numerous retirement plan-related topics, including:

+ Fiduciary governance and oversight

+ Investment due diligence

+ Plan design and strategy

+ Vendor/Recordkeeper management

+ Employee education and engagement

+ Provide mentorship to Relationship Managers (RMs) and Client Service Team (CSAs)

+ Join Office Manager in quarterly check-ins with 401(k) Relationship Managers and Client Service Associates

+ Deliver ongoing and timely feedback and guidance to RMs and CSAs to help further their experience and knowledge-base as they progress throughout their careers

+ HUB Bethesda Client Management & Scheduling

+ Proactively schedule client meetings for the HUB Bethesda team, including:

+ Retirement Committee Meetings

+ Financial Wellness Sessions

+ Provide calendar management support to Managing Director and Sr. Consultants, Retirement Plans, including scheduling and agenda for:

+ HUB-related meetings

+ Internal team meetings

+ Vendor/DCIO meetings

+ Strategic planning sessions

+ Prospective client sales and service support

+ As needed, participate in prospective client introductory and sales meetings (with Principals) to discuss and present role on the team and our holistic service model

+ Interact in a professional manner with third-party service providers, including mutual funds companies and others, building our strong, positive reputation in the industry

+ Measure, track, and maintain accountability for specific goals, both individually and as a team

+ Develop personal strategic goals to reach annually

+ Develop team-oriented goals for planning / discussion annually

Qualifications:

+ 5+ years of financial services or employee benefits experience, including any knowledge of retirement plans and investments preferred

+ Series 65 registration

+ Industry designations, such as the AIF®, CPFA®, or NQPA™, preferred

+ Exceptional customer service experience

+ Excellent verbal, written, analytical, and organizational skills

+ Proficiency with technology including Microsoft Office suite and CRM systems

+ Ability to interact with people across all levels of the business

+ Strong attention to detail

+ Strong communication and interpersonal skills

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 Mid-Atlantic, Inc:

+ Medical, Dental, Vision and Prescription Drug Coverage

+ Health Plan Reimbursement Program

+ Health Savings Account (HSA)

+ 401(k) Savings Plan

+ Employee Assistance Program (EAP)

+ Comprehensive Wellness Program

+ Flexible Spending Accounts (FSAs)

+ Life and Disability Plans

+ Long-Term Care

+ Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!

+ Low-Cost Loan Program and Student Loan Resources

+ Vacation, Holiday, Sick, and Personal Time Off

+ Comprehensive Onboarding

+ Continuing Education

+ Flexible Work Arrangements

+ Dress for Your Day Dress-Code

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

+ HUB Women Network

+ HUB Black Inclusion Network

Our Voices of HUB Groups are:

+ Asian Pacific Islander Voices

+ Hispanic Voices

+ HUB Young Professional Enrichment (HYPE)

+ Indigenous Voices

+ Pride Voices

+ Military Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

+ Talent – the attraction, recruitment, and hiring of the best diverse talent;

+ Culture – creating a culture of Inclusion and Belonging; and

+ Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

_The expected salary range for this position is_** **_$85,000 to $110,000_** **_and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include_** **_health/dental/vision/life/disability_** **_insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._

Apply today!

*LI-AM

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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.

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