Producer

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19,000 professionals in 500 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We currently have an opportunity for a Retirement Plan Consultant.

Overview:

Responsible for meeting regularly with assigned clients, developing strong relationships with clients and working with the team to deliver superior service to clients. The Consultant is further tasked with understanding and responding to client needs and assuming a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions in accordance with the practices, policies, and procedures of the Company.

Responsibilities:

• Build client relationship to highest level of decision makers.
• Plan and conduct effective in-person, virtual and/or phone meetings.
• Make thorough plans and preparations for client meetings.
• Develop, manage, and maintain strong client relationships.
• Facilitate discussions with clients regarding legal, regulatory and design issues across the plan.
• Consult with clients on qualified and potentially nonqualified plan design alternatives.
• Coordinate internal resources to provide analysis and recommendations to clients on design alternatives.
• Other responsibilities as assigned by Manager.

Qualifications:

• Bachelor’s degree or relevant experience required.
• Series 6, 63 & 65
• 10+ years of relationship management or client service experience; preferably within Retirement/401K industry.
• Proficiency in Microsoft Office Suite.
• Retirement plan record keeping and administration experience.
• Demonstrated problem-solving skills.
• Effective presentation skills, influence, and negotiation skills.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Department Sales

Required Experience: 10-15 years of relevant experience

Required Travel: Negligible

Required Education: Diploma

HUB International Limited is an equal opportunity 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.

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