Retirement Plan Specialist

Hub International Insurance•Austin, TX

About The Position

About Us: At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. Description/Overview: 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)
Successful candidates will display the capacity and willingness to learn, exhibit professional and effective communication skills, and be able to work in a team-oriented environment.
Customer Service skills play an integral part in the RPS role, as the RPS will assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer.
Candidates will educate plan participants, provide investment guidance, and counsel employees on their options.
The candidate will train to master employee retirement plan options and stay up to date on current legislative and regulatory issues affecting employee retirements.
Travel may be required.

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.