Director, Participant Engagement & Retirement Education

HUB International•Fort Lauderdale, FL

5d•Hybrid

About The Position

HUB International is a leading global insurance broker. This role is a hands-on, client-facing position focused on conducting retirement plan education sessions, engaging plan participants one-on-one to address their individual financial needs and connecting them to HUB's broader Retirement & Private Wealth resources. As the department grows, the role expands to include developing educational content, leading a team of educators, and serving as a liaison to local management.

Requirements

Bachelor's degree required
FINRA licensed, with one of the following combinations: Series 7 & 66, or Series 6, 63 & 65 (Series 7 & 66 preferred)
Life & health insurance license required, to support participant-level cross-sell of private wealth and insurance solutions
Strong knowledge of Retirement Plans
General knowledge related to financial services, investments, and ERISA
Strong communication skills
Prior experience working with Retirement Plans and presenting to clients
Proficient in Microsoft Office Suite
Must be able to work independently, with some supervision and direction from manager
Must possess and demonstrate excellent organizational skills, customer service skills, and verbal and written communication skills
Strong analytical and problem-solving skills
7-10 years of relevant experience

Nice To Haves

Management experience preferred

Responsibilities

Coordinate and conduct employee engagement sessions, including enrollment meetings, financial wellness presentations, and other related topics
Conduct client and participant Retirement Plan education meetings, both virtually and onsite at client offices
Meet individually with plan participants to understand their personal financial goals and identify opportunities to help them through HUB's Retirement & Private Wealth services — including financial planning, investment management, and insurance and protection solutions
Convert participant relationships into private wealth and ancillary business, handling opportunities directly or in partnership with a Private Wealth advisor as appropriate
Serve as a connection point between retirement plan participants and the broader Private Wealth team to deepen client relationships and drive ancillary revenue
Respond to, assist, and support plan participants
Plan a virtual education offering available to all clients
Schedule meetings with clients as assigned
Maintain strong knowledge of clients, client contacts, and client plans
CRM maintenance of all client interactions
Support the Sales Team as needed
Develop content in collaboration with the national marketing team; enhance or update as needed
Monitor ongoing industry news for trends and shifts relevant to participant education
As the team grows - manage, retain, attract, and develop talent, including training the education team, creating and facilitating a training program, shadowing to ensure standards are met, and providing ongoing coaching and feedback through regular performance and development discussions
Identify and resolve strategic challenges
Liaison with local management on trends, needs, and client feedback
Special projects as assigned