Retirement Plan Specialist

HUB International•Austin, TX

About The Position

We are looking for a motivated individual to join our Retirement Plan Specialist Team! The RPS role acts as a personable account manager to clients, while finding opportunities to grow business from within the existing client. This can be accomplished by growing the client’s retirement plans by opening new accounts, increasing account contributions, and rollovers into the plan from outside accounts. The RPS will also serve as the main point of contact for the client, providing excellent customer service and maintaining a strong relationship with the client’s leadership. Candidates will be trained and required to master concepts relating to the employee's retirement picture as a whole. Concepts include but not limited to: TRS/Government/State Pensions, Social Security, and Supplemental retirement account options 401(k), 457, 403(b).

Requirements

2-5 years of relevant experience
Associate degree (2-year degree)
capacity and willingness to learn
exhibit professional and effective communication skills
be able to work in a team-oriented environment
Customer Service skills

Responsibilities

Act as the main contact in all matters related to the client’s needs
Manage a strong client relationship
Identify additional sales opportunities for clients
Provide exceptional client service
Educate the employee's retirement picture as a whole, including TRS/Government/State Pensions, Social Security, and Supplemental Retirement accounts (401(k), 457(b), 403(b)).
Maintain service to clients, making sure they’re receiving service that’s meeting their needs.
Assist employees with any retirement or financial needs
Developing and managing the client relationship with key leadership
Engage in retirement planning education and engagement activities with employees
Manage relationships with strategic partners and vendors
Manage communication between the client and internal teams to support existing processes
Assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer.