Retirement Education Consultant - Remote & Client Sessions

5HB Hub International New England, LLC; Boston (MA); Teletrabalho; USD 100 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Paid time off

Wellbeing program

Retirement matching

Resumo da oferta

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.

Qualificações

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

Responsabilidades

• 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.

Conhecimentos

Customer service

Communication

Analytical thinking

Organizational skills

Problem-solving

Independent working

Formação académica

Bachelor’s degree

FINRA Series 65 license

Ferramentas

Microsoft Office Suite

Descrição da oferta de emprego

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.