Not specified; not specified; comprehensive benefi...
Manage strong client relationships
Provide financial education on retirement
Engage in marketing and speaking events
The role involves engaging retirement plan participants and their families in holistic financial well-being by providing recommendations for positive outcomes
Job Summary
The role involves engaging retirement plan participants and their families in holistic financial well-being by providing recommendations for positive outcomes.
Candidates will actively engage in marketing activities including speaking, writing, attending events, and maintaining an active social media presence.
HUB International offers a comprehensive benefits plan, 401(k) matching, paid parental leave, and opportunities for career growth within a global organization.
Matching Summary
The role involves engaging retirement plan participants and their families in holistic financial well-being by providing recommendations for positive outcomes.
Salary
Not specified; Not specified; Comprehensive benefits plan, 401(k) matching, vacation, holiday, sick time, paid parental leave
Skills & Requirements
Must-have
Manage strong client relationships
Provide financial education on retirement
Engage in marketing and speaking events
Analyze financial planning documents
Track meeting activity and lead pipeline
Nice-to-have
Entrepreneurial spirit and self-motivation
Ability to work in fast-paced environment
Strong interpersonal and multi-tasking skills
Commitment to integrity and doing right thing
Key Requirements
Bachelor's degree preferred
Minimum two years relationship management experience