Employee Education Consultant

HUB International • Boston, MA

4d • $100,000 - $120,000 • Remote

About The Position

The Employee Education Consultant is a flexible full-time or part-time remote position with the Boston/Alpha Pension Group team. The role is an integral part of the organization and focuses on conducting retirement plan education sessions for clients and plan participants, both virtually and onsite at client offices. The consultant supports participants, coordinates meetings, maintains client and interaction information in the CRM, and completes special projects as assigned.

The position requires a bachelor's degree, FINRA Series 65 licensing, strong retirement-plan knowledge, and prior experience working with retirement plans and presenting to clients. The successful candidate will work independently with some supervision and direction from a manager, and demonstrate strong organizational, customer service, communication, analytical, and problem-solving skills.

The expected salary range is $100,000 to $120,000 annually. Compensation may vary based on skills, experience, work location, business line, scope, and level. HUB International offers benefits and programs that may vary by employment status, role, location, and eligibility. The company describes itself as an insurance broker providing risk management, insurance, employee benefits, retirement, and wealth management solutions across the United States and Canada.

Requirements

• Bachelor's degree.
• FINRA Series 65 license.
• 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.
• 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.
• Make general updates to the CRM.
• Complete special projects as assigned.

Benefits

• Health, dental, vision, life, and disability insurance.
• Flexible spending account (FSA) and health savings account (HSA).
• 401(k) accounts and retirement savings matching.
• Paid time off, including vacation, sick, and personal days.
• Paid parental leave.
• Wellbeing program.
• Company-paid life and disability plans.
• Eligible bonuses, equity, and commissions for some positions.
• Structured training, licensing support, and ongoing development opportunities.

What This Job Offers

• Job Type: Full-time