Financial Wellness Education Specialist (Hybrid)

HUB International; Chicago (IL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salaries and benefits

401k matching program

Paid Parental Leave

Generous PTO Package

Job summary

A major global insurance broker is seeking an Education Specialist for Financial Wellness to provide on-site and virtual support for retirement plans. Responsibilities include maintaining client relationships, developing educational programs, and delivering financial education to employees. The ideal candidate will have a Bachelor's degree, 2-5 years of experience in financial services, and be bilingual in Spanish. This hybrid position offers competitive salaries, benefits, and opportunities for career growth.

Qualifications

• FINRA Series 7 license and RIA affiliation licensing requirements.
• 2-5 years of experience in financial services, retirement plans, and investments.
• Must be a team player.

Responsibilities

• Provide financial education to help employees make informed decisions about retirement savings.
• Maintain strong relationships with clients and business contacts.
• Engage in marketing activities including speaking and writing.

Skills

Bilingual (Spanish Speaking)

Customer service skills

Strong attention to detail

Organizational skills

Strong interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

A major global insurance broker is seeking an Education Specialist for Financial Wellness to provide on-site and virtual support for retirement plans. Responsibilities include maintaining client relationships, developing educational programs, and delivering financial education to employees. The ideal candidate will have a Bachelor's degree, 2-5 years of experience in financial services, and be bilingual in Spanish. This hybrid position offers competitive salaries, benefits, and opportunities for career growth.