Retirement Plan Consultant

Retirement Plan Consultant page is loaded## Retirement Plan Consultantremote type: Hybrid Workinglocations: Pasadena, CAtime type: Full timeposted on: Publicado ayerjob requisition id: R **IGNITE YOUR PASSION \* IMPACT WHAT MATTERS****WHO WE ARE.**Breaking Boundaries for 25 years - and counting.The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.**WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.**We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development*.* Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.**WE’LL TAKE CARE OF YOU.**We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!The **Retirement Plan Consultant** is a key resource to our governmental and corporate clients seeking expert guidance on their employer-sponsored retirement plans (457b, 401a, 401k, 403b). This position supports the sales team and collaborates closely with clients to develop and implement effective plan strategies and designs that align with their goals and regulatory requirements.**Key Responsibilities:*** Consults on plan strategy, design* Conducts audits of plan documents, provisions, fees, investment menus* Reviews and comments on plan documents and service agreements* Researches and consults on fixed accounts, stable value funds, etc.* Participates in plan conversions including, but not limited to, periodic meetings, custom communications, participant education* Conducts client RFPs* Conducts plan reviews, as needed* Supports the plan review, fund change and mapping processes, as needed* Consults with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits.* Resolve escalated plan and participant service requests**WHAT YOU BRING TO THE TABLE:*** A bachelor's degree or ten (10) years of relevant experience* Highly proficient at Excel, Word and PowerPoint* Series 65 or 66 preferred* Experience supporting plan participants with questions and resolving plan issues* Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization* Ability to work collaboratively in a team environment \**The expected annual salary for this position is $150,000 to $200,000 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 which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions.***TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.**We want to meet you! Apply today and start your journey to a better tomorrow.Department Account Management & ServiceRequired Experience: 10-15 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.**Hola, ¡SOMOS HUB!**En un mundo que cambia constantemente, apoyamos y guiamos a negocios e individuos a prepararse para lo inesperado. Cuando te unes a nosotros estás rodeado de una red de expertos que te ayudarán a alcanzar tus metas, desde servicios de manejo de riesgo, manejo de reclamaciones y apoyo en cumplimiento. Esto te dará la tranquilidad mental de que las cosas que te importan más, estarán bien protegidas, a través de nuestra impecable asesoría y soluciones de seguros personalizadas que te proveerán mayor control y seguridad. **SOBRE HUB INTERNATIONAL**Nuestras Oficinas Corporativas tiene como sede la ciudad de Chicago en Illinois,Hub International Limited (Hub) es un corredor líder global que provee servicios y productos en Propiedad y Contingencia, Vida y Salud, Beneficios a Empleados, Manejo de Riesgo e Inversión. Tiene Oficinas localizadas a través de todo América del Norte.La extensa y amplia red de especialistas de HUB proveen tranquilidad mental en lo que más importa, protegiendo a los clientes por medio de la asesoría y soluciones de seguros atemperadas a sus necesidades.Para más información puedes visitar hubinternational.com
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