Employee Education Consultant

Hub International; Boston (MA); Remote; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Wellbeing program

Retirement matching

Job summary

The Employee Education Consultant role at HUB International is a flexible, remote position serving the Boston area with the Alpha Pension Group team. You will conduct client and participant education sessions both virtually and onsite at client offices, while managing scheduling and CRM updates.

Qualifications include a Bachelor’s degree and FINRA Series 65; strong retirement plans knowledge and client-facing presentation experience.

Qualifications

• Bachelor’s degree required.
• FINRA Licensed (Series 65).
• Strong knowledge of Retirement Plans.
• Experience presenting to clients.
• Proficient in Microsoft Office.

Responsibilities

• Conduct client and participant education sessions virtually and onsite.
• Schedule meetings with clients.
• Respond to/assist plan participants.
• Maintain CRM with client interactions.
• Support special projects.

Skills

Customer service

Communication

Analytical thinking

Organizational skills

Problem-solving

Independent working

Education

Bachelor’s degree

FINRA Series 65 license

Tools

Microsoft Office Suite

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

Overview

The Employee Education Consultant role is a flexible full time or part time remote position with the Boston/Alpha Pension Group team. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions both virtually and onsite at client offices.

Responsibilities

• Client & Participant Retirement Plan Education meetings
• Scheduling of meetings with clients as assigned
• Respond/Assist/Support plan participants
• Strong knowledge of client, client contacts and client plans
• CRM maintenance of all client interactions
• General updates to the CRM
• Special projects as assigned.

Qualifications

• Bachelor’s degree required.
• FINRA Licensed (series 65)
• Strong knowledge of Retirement Plans
• General knowledge related to financial services, investments, and ERISA.
• Prior experience working with Retirement Plans and Presenting to clients.
• Proficient in Microsoft Office Suite
• Must be able to work independently, with some supervision and direction from manager.
• Must possess and demonstrate excellent organizational skills, customer service skills, and verbal and written communication skills.
• Strong analytical and problem-solving skills

The expected salary range for this position is $100,000 annually to $120,000 annually and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
• The HUB difference

The HUB difference

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.