Employee Education Consultant

Hub International Insurance•Boston, MA

2d•Remote

About The Position

The Employee Education Consultant is a flexible full-time or part-time remote position with HUB International’s Boston/Alpha Pension Group team. The role conducts retirement plan education sessions for clients and participants, both virtually and onsite at client offices, and supports participants and client relationships. The position includes scheduling meetings, maintaining CRM records, and completing special projects. The expected salary range is $100,000 to $120,000 annually, with compensation affected by factors including skills, experience, work location, business line, scope, and level.

Requirements

Bachelor’s degree required.
FINRA Series 65 license required.
Strong knowledge of retirement plans.
General knowledge of financial services, investments, and ERISA.
Prior experience working with retirement plans and presenting to clients.
Proficiency in Microsoft Office Suite.
Ability to work independently, with some supervision and direction from a manager.
Excellent organizational, customer service, verbal communication, and written communication skills.
Strong analytical and problem-solving skills.

Responsibilities

Conduct retirement plan education meetings for clients and participants, virtually and onsite at client offices.
Schedule meetings with clients as assigned.
Respond to, assist, and support plan participants.
Maintain strong knowledge of clients, client contacts, and client plans.
Maintain the CRM records of all client interactions and make general CRM updates.
Complete special projects as assigned.