Remote Retirement Plan 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

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