Job Information
Hub International Retirement Plan & Investment Consultant in Scottsdale, Arizona
The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans (401k, 403b, DB, ESOP, NQ etc.). RPCs will also support new business advisers in the sales process and occasionally directly close and onboard new clients. RPCs must understand all aspects of plan design, customer service, participant education, investment consulting, external reporting, plan fees, fiduciary duties of plan committees, and internal procedures in order to build client relationships, solve problems, proactively communicate with clients, manage client reporting, participate in client meetings, prepare meeting minutes, run client projects, and coordinate with service providers. A successful RPC is organized, responsive, proactive, and dedicated to excellence.
Duties and Responsibilities
Contributing to various team meetings
Participating in day-to-day communication with clients proactively
Assisting clients with questions and issue resolution
Managing review meetings directly with clients
Preparing client meeting and other presentation materials in collaboration with the retirement client service team
Coordinating with other departments to ensure deadlines are met
Supporting the sales process in the creation and responses for RFIs/RFPs, finals presentations, onboarding, etc.
Maintaining client support technology systems including databases, client relationship management systems, and investment analytics applications
Provide investment consulting including investment recommendations
Assisting in the completion of additional reports and presentations as necessary
Provide education support to retirement plan participants
Helping the team in streamlining services and implementing new applications, software, and products
Training and mentoring less experienced staff
Contributing to a positive workplace environment
Ensuring the highest level of customer service and satisfaction
All other duties as assigned
Preferred Knowledge and Skills
Bachelor’s degree
FINRA Series 6, 63, and 65 license (or obtaining within the established timeframe)
5+ years of relevant financial services industry experience
Comprehensive retirement industry and investment knowledge (401k, 403b, DB, ESOP, NQ etc.).
Excellent communication skills, both oral and written
Detail orientated and superior organizational skills
Deadline driven
Team player with the ability to collaborate with others
Highly computer literate and proficient in a variety of programs including Microsoft Office Suite
HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated administrative professionals to join our team to support our Retirement and Private Wealth division.
HUB offers rewarding opportunities for experienced professionals and training for motivated individuals seeking career development. If you are a career-driven, entrepreneurial self-starter, this is an opportunity to achieve your full potential with HUB International!
Benefits
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!
Other benefits you will enjoy:
Medical, Dental, and Vision (PPO and HSA)
Comprehensive Wellness Program
401(k) Retirement Plan
Life and Disability Plans
Vacation, Sick, and Personal Time Off
Flexible Spending Accounts for:
Healthcare
Dependent care
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
E-Verify Program
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