Employee Education Consultant

Hub International; United States; Remote; USD 100,000 - 120,000; Full time

Job summary

Hub International is seeking an Employee Education Consultant to educate clients and plan participants on retirement concepts. This role is offered as a flexible full-time or part-time position with remote work and occasional onsite visits to client offices.

You will lead education sessions virtually or in person, schedule meetings, and support participants throughout the retirement process. You will maintain accurate client records in the CRM, collaborate with the Boston/Alpha Pension Group

Qualifications

• Bachelor's degree required.
• FINRA Licensed (series 65) or equivalent.
• Experience with Retirement Plans and presenting to clients.
• Proficient in Microsoft Office Suite.
• Ability to work independently with some supervision and direction.
• Strong organizational and communication skills.
• Knowledge of ERISA and financial services.

Responsibilities

• Conduct client and participant retirement plan education meetings (virtual and onsite).
• Schedule meetings with clients.
• Respond/assist/support plan participants.
• Maintain CRM with client interactions and updates.
• Support special projects as assigned.

Skills

Customer service

Verbal communication

Written communication

Organizational skills

Analytical skills

Problem solving

Independent work

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

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

Salary and Benefits

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

• 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

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.