Retirement Plan Consultant

HUB International

Base: $150,000 to $200,000; bonus/equity: eligible...
Bachelor's degree or 10 years relevant experience
High proficiency in excel, word, powerpoint
Experience supporting retirement plan participants
The company is a global insurance and employee benefits broker serving hundreds of thousands of retirement plan participants with a mission to provide financial peace of mind

Job Summary

  • The company is a global insurance and employee benefits broker serving hundreds of thousands of retirement plan participants with a mission to provide financial peace of mind.
  • This key resource role involves consulting on plan strategy, conducting audits, and resolving escalated service requests for employer-sponsored retirement plans like 401k and 403b.
  • HUB International offers a competitive salary ranging from $150,000 to $200,000 along with comprehensive benefits including health coverage, paid time off, and a generous 401k plan.

Matching Summary

The company is a global insurance and employee benefits broker serving hundreds of thousands of retirement plan participants with a mission to provide financial peace of mind.

Salary

Base: $150,000 to $200,000; Bonus/Equity: Eligible bonuses and commissions for some positions; Benefits: Health/dental/vision/life/disability, FSA, HSA, 401(k), PTO

Skills & Requirements

Must-have

  • Bachelor's degree or 10 years relevant experience
  • High proficiency in Excel, Word, PowerPoint
  • Experience supporting retirement plan participants

Nice-to-have

  • Series 65 or 66 certification preferred
  • Strong oral and written communication skills
  • Ability to work collaboratively in a team environment

Key Requirements

  • Bachelor's degree required
  • 10-15 years of relevant experience
  • Series 65 or 66 license preferred

Work Rights

Not specified

Tailored Resume

Cover Letter