Education Specialist, Financial Wellness

Hub International Insurance•Ft. Lauderdale, FL

12d

About The Position

The Education Specialist, Financial Wellness is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.

Requirements

FINRA Series 7 license and RIA affiliation licensing requirements
Bachelor’s degree preferred
Bilingual (Spanish Speaking)
2-5 years of experience preferred in financial services, retirement plans, and investments
Must be able to work independently, with some supervision and direction from manager
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)
Prior experience working with retirement plans and presenting to clients preferred
Comfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skills
Project management experience with working on several projects with different timelines simultaneously
Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills
Must be a team player
Minimal travel requirements (conferences or on-site client visits)

Responsibilities

Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service
Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants
Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution
Review, organize, process and submit completed client paperwork to appropriate parties
This would include both new business as well as ongoing service items
Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies
Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
Utilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming
Educate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)
Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence
Manage communication between the client and internal teams to support existing processes
Track meeting activity and wealth management lead pipeline for annual client reviews.
Generate revenue by cross-selling and converting clients to retail
Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner
Provide marketing and sales support
Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process
Special projects and other duties as assigned

Benefits

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives
Opportunity to be involved in our DEIC initiatives and efforts to be an inclusive company through our Employee Resource Groups and Employee Voices Groups