Education & Plan Conversion Specialist (retirement Plans)

HUB International

Base: $80,000 to $110,000; bonus/equity: eligible ...
Series 65 or 66 certification required
Bachelor's degree or 5 years experience
Experience with record-keepers and tpas

Salary

Base: $80,000 to $110,000; Bonus/Equity: Eligible bonuses mentioned; Benefits: Comprehensive package including health/dental/vision/life/disability, FSA, HSA, 401(k), PTO

Skills & Requirements

Must-have

  • Series 65 or 66 certification required
  • Bachelor's degree or 5 years experience
  • Experience with record-keepers and TPAs
  • PowerPoint and Word proficiency
  • Training plan participants

Nice-to-have

  • Fast-paced environment adaptability
  • Collaborative team player
  • Strong oral and written communication
  • Project management coordination skills

Key Requirements

  • Series 65 or 66 license
  • Bachelor's degree required
  • 2-5 years relevant experience
  • Up to 25% travel required

Work Rights

Not specified

Tailored Resume

Cover Letter