Retirement Education Specialist, Retirement & Private Wealth - Potential for Hybrid Work

Hub International • McLean, VA

400d • $65,000 - $85,000

About The Position

The Retirement Education Specialist at HUB International is responsible for providing dedicated support for retirement plans, focusing on client relationships and participant education. This role involves developing customized educational programs, engaging with clients and plan participants, and driving positive outcomes in financial wellbeing. The position is integral to the organization, requiring strong communication skills and the ability to work independently and collaboratively within a team.

Requirements

• Bachelor's Degree required.
• 3+ years' experience in financial services encompassing employer-sponsored retirement plans and/or wealth management.
• Securities licenses Series 6, 7, 63, 65, or 66 preferred.
• Excellent communication, presentation, listening, and organizational skills.
• Ability to work independently with minimal supervision and within a team environment.

Nice To Haves

• Spanish language skills are a plus.

Responsibilities

• Develop customized educational programs and content to maximize employee engagement with HUB.
• Act as a direct liaison between the Client and HUB, managing strong Client relationships.
• Proactively engage with plan sponsors, advisors, client service team, and marketing to enhance the education experience for all plan participants.
• Provide financial education and guidance 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, and podcasts to deliver educational programming.
• Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process.
• Participate in the sales process, including final presentations and selling ancillary services such as FinPath.
• Track meeting activity and wealth management lead pipeline for annual client reviews.
• Input detailed client notes and group meetings into CRM (Client Relationship Management).
• Oversee pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meetings.

Benefits

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 10,001+ employees