Retirement Plan Advisor

Charlotte, NC, United States

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest 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. With over 14,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

Competitive salaries and benefits offerings

Medical/dental/vision insurance and voluntary insurance options

Health Savings Account funding

401k matching program

Company paid Life and Short-Term Disability Plans

Supplemental Life and Long-Term Disability Options

Comprehensive Wellness Program

Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Great work/life balance, because that’s important for all of us!

Focus on creating a meaningful environment through employee engagement events

The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

Growth potential - HUB is constantly growing and so can your career!

A rewarding career that helps local businesses in the community

Strong community support and involvement through HUB Gives

SUMMARY:

This position focuses on building and managing relationships with organizations to maintain client retention and satisfaction. Contributes to the generation of growth and profitability of the department through the attainment of specific sales goals for all size plans from external resources and internal associates.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Maintaining technical expertise in the investment industry to include monitoring qualified plan investment products, mutual funds, new investment strategies and the ability to evaluate managers.

Provides clients with ERISA 3(21)/3(38) Fiduciary investment advice.

Proactively seeks to provide and monitor investments that best meet the client’s objectives and periodically updating and completing investment analysis.

Conducting fiduciary review meetings with client to evaluate portfolio, comparative analysis of markets, investment history, performance and risk and provide recommendations.

Answering client and participant specific questions and perform research as needed.

Conducts Plan Sponsor Fiduciary Training to committee members.

Planning communication strategy for client, directing the preparation of communication materials, reviewing, and presenting the determinations to the client.

Conducts independent oversight of recordkeepers and providers.

Conducting employee education and enrollment process while making sure employee retirement readiness and plan outcomes remain the ultimate goal.

Focus on business development for the department.

Providing ongoing support for existing business partners to retain clients and secure additional clients.

REQUIREMENTS:

Bachelor’s degree preferred.

7-10 years’ experience in qualified plan retirement investment industry.

Must have maintained a Series 6 or 7, and 63 or 65 license.

Must be well-organized and a self-starter to handle multiple task assignments and projects with critical deadlines.

Knowledge of basic accounting principles

Skill in operating personal computer and various office machines.

Strong knowledge and understanding of qualified plan and investments products.

Knowledge of marketing and sales practices and principles.

Good written and verbal communication skills.

Must be thorough, detailed oriented and be responsible for working with confidential information.

Department Account Management & Service

Required Experience: 7-10 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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