Financial Consultant, Employee Benefits

HUB International•Sandy, UT

1d•$110,000 - $130,000•Hybrid

About The Position

HUB is seeking a Financial Consultant to join their growing Employee Benefits team. This role will support producers and account executives by providing expert financial analysis, cost management strategies, and innovative funding approaches. The consultant will play a key part in demonstrating HUB's analytics, alternative risk, and cost management expertise to new and existing clients, advising on various funding types, and managing carrier/vendor relationships. The position requires an understanding of financial impacts on company profitability and the ability to recommend process improvements. This role also involves managing a book of business and supporting sales/retention initiatives.

Requirements

5 + years of experience in employee benefits consulting preferred, ideally with in-depth knowledge of various funding types, underwriting, pharmacy and stop loss contracts, as well as cost management solutions like direct primary care, value based payments, onsite/near site clinics, and captives.
Extensive knowledge of employee benefits, alternative risk management techniques, and the local market.
Bachelor’s degree required.
Ability to travel to all Colorado office locations and some client sites as needed.
Valid Life/Health Insurance Producer License required.
Excellent written and verbal communication skills.
5-7 years of relevant experience.

Responsibilities

Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise.
Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities.
Train and mentor members of the Financial Consulting team.
Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration.
Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs.
Help manage a book of business (> 100 EEs or complex accounts) in tandem with Producers and the Account Executives.
Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach.
Manage carrier/vendor relationships for cost management programs.
Understand the financial impact of his/her actions on HUB profitability and act accordingly; and apply the same standards in working with clients.
Recommend/implement processes that increase efficiencies and/or reduce cost.
Demonstrate in-depth understanding of revenue/expense and cash flow management.