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Discover a Career That Empowers You — Join HUB International!

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.

As one of the world’s largest insurance brokers — and a proud _Stevie Award-winning workplace_ — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 19,000 professionals across 650 offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

Explore your future with HUB International. Let’s grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — **HUB is the place for you.

We currently have an opportunity for a **Retirement Plan Advisor** to join the team in our **Rockville, 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:

+ Develop sales strategies consistent with overall goals and business objectives for the firm.

+ Track and maintain sales goals, identify cross-selling opportunities, and employ consultative sales process.

+ Maintain sales funnel; track new prospects and review incoming prospective plans.

+ Follow up on new leads or warm prospects as identified by advisor; use lead advisor to close plans as necessary.

+ Work closely with RPW leaders and advisors on retirement plan client service and interaction:

+ Lead and manage the client relationship for 20 - 40 clients, 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

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

+ Prospective client sales and service support

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

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

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’re invested in your success — both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we’ve got you covered.

We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow!

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:

At HUB, inclusion isn’t just a core value — it’s a shared commitment. We’re building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self.

One of the easiest ways to get involved is by joining one of our Employee Resource Groups (ERGs) or Voices of HUB Employee Groups — communities where connection, support, and impact come to life.

Currently we have two ERGs:

+ HUB Women Network

+ HUB Black Inclusion Network

Our Voices of HUB Employee 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_** **_$100,000 to $125,000_** **_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 Sales

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

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.

E-Verify Program (https://hubinternational.jobs/e-verify/)

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