Director, Retirement Plan Services
ABOUT HUB:In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.POSITION OVERVIEW:As a Retirement Plan & Wealth Management Advisor you will spend your day focused on servicing and maintaining your block of retirement plan clients. This will include daily responding to emails or proactively coordinating meetings and being a support to them. You will be given a block of clients to manage in either a shared capacity with an existing advisor, or in a stand-alone capacity where you are their primary point of contact. Most of your investment review and committee meetings with either be quarterly or semi-annually. You will also work with a team of retirement plan advisors to create retirement plan education strategies for plan sponsors which will include webinars, 1 on 1 participant meetings, and newsletters. To excel in this role, you should already have the appropriate licenses and knowledge of all the latest financial products on the market. A successful advisor is organized, responsive, proactive, knowledgeable, self-motivated, and dedicated to excellence.Duties and ResponsibilitiesService and maintain a block of retirement plan clientsMeet with retirement plan committees to review investments, fees, fiduciary responsibilities, plan design, and general complianceProvide employee education support for clients and with existing team members as needed.Create retirement plan education strategies for plan sponsors which include webinars and newsletters.Provide guidance to participants regarding their retirement plan accounts (general guidance, instructions for updating investments/contributions, discussing options for rollovers, distributions, etc.)Participate in day-to-day communication with clients and participants proactively.Ensure the highest level of customer service and satisfaction.Contribute to various team meetings.Contribute to a positive workplace environment.Perform other related duties as requested by clients or managers.Preferred Knowledge and SkillsStrong understanding of financial services industry and diverse investment productsBasic computer skills (Outlook, Word, Excel and Power Point) are essentialExcellent communication skills, both verbally and in writingStrong time management and organizational skills; able to work independently and effectively manage multiple tasks at onceAbility to build relationships with clients and internal partners and influence others without direct controlEducation and/or Experie...