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Hub International
Ft. Lauderdale, FL; Ft. Lauderdale - FL - 1000 Corporate Drive
Source: Hub International careers · View original posting
From Hub International's posting. “We” and “our” refer to the employer.
HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
The Bilingual Wealth Advisor and Education Consultant is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor in both English and Spanish. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively.
This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.
Educate the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)
Actively engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence
Manage communication between the client and internal teams to support existing processes
Track meeting activity and wealth management lead pipeline for annual client reviews.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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