Education & Plan Conversion Specialist (Retirement Plans)

Hub International Insurance•Pasadena, CA

1d•$80,000 - $110,000

About The Position

IGNITE YOUR PASSION IMPACT WHAT MATTERS WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, 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. 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. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development . Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population. WE’LL TAKE CARE OF YOU. We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more! POSITION SUMMARY: The Education & Plan Conversion Specialist will provide assistance with employer-sponsored retirement plans to plan sponsors and employees of both governmental and corporate clients.

Requirements

A bachelor's degree or five (5) years of relevant experience
Series 65 or 66 required
Highly proficient at PowerPoint and Word, basic to moderate Excel skills
Previous experience providing training to plan participants
Previous experience responding to and following up on participant requests
Ability to work in a fast-paced environment
Demonstrated experience working with record-keepers and TPA’s in plan builds, audits and customer service
Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization
Ability to work collaboratively in a team environment

Responsibilities

Conducts in-person and virtual group employee education sessions to participants in employer sponsored retirement plans (457(b), 401(k), 401(a), 403(b))
Acts as a project manager/coordinator for plan conversions by liaising with clients and vendors.
Coordinates communications with plan participants, which could include planning and attending enrollment meetings, education sessions, and written communications.
Supports individual participant requests (ex. withdrawal requests, website access, allocation changes, QDRO’s, etc.)
Pro-actively engages/communicates with retirement plan clients on general follow-ups
Participates with a team in conducting plan reviews.
Provides email summarizing the meetings and next steps to Firm Partners
Completes Executive Summaries (meeting minutes)
Creates and manages fund change processes with record-keepers and review fund changes for accuracy
Jointly works with management and other staff to support clients with annual plan activity like audits, testing census requests, 5500’s, fee disclosures, etc.
Completes ad-hoc projects and assignments as requested.