Relationship Manager - Retirement Plans

HUB International

Microsoft office efficiency
Securities licensed
Employer sponsored retirement plans knowledge
HUB International is a leading global insurance and employee benefits broker with over 20,000 employees in more than 500 offices across North America

Job Summary

  • HUB International is a leading global insurance and employee benefits broker with over 20,000 employees in more than 500 offices across North America.
  • The Relationship Manager will serve as the primary contact for institutional retirement plan clients, coordinating plan administration and supporting business development efforts.
  • HUB International offers a comprehensive benefits package including medical, dental, vision, wellness programs, 401(k), life and disability plans, flexible work arrangements, and continuing education opportunities.

Matching Summary

HUB International is a leading global insurance and employee benefits broker with over 20,000 employees in more than 500 offices across North America.

Skills & Requirements

Must-have

  • Microsoft Office efficiency
  • Securities licensed
  • Employer sponsored retirement plans knowledge
  • Investment consultation experience
  • Client presentation skills
  • Highly organized
  • Adapt to fast paced environment

Nice-to-have

  • Proactive operation
  • Teamwork and collaboration
  • Strong communication skills
  • Flexible work arrangements
  • Cultural determination and ownership
  • Employee engagement involvement
  • Business development skills

Key Requirements

  • Minimum 2 years retirement plans experience
  • Bachelor's degree or equivalent
  • Securities Licensing (Series 6, 63, 7 preferred and 65)
  • Strong financial and plan analysis ability
  • Exceptional written and verbal communication skills
  • 2-5 years relevant experience

Work Rights

Not specified

Tailored Resume

Cover Letter