Education Specialist, Financial Wellness
Hub International(2 months ago)
About this role
The Education Specialist, Financial Wellness provides on-site, virtual and field support for assigned retirement plans, working directly with clients and in coordination with Retirement Advisors. The role focuses on building client relationships, managing plan-related processes, and delivering participant education to improve financial wellbeing.
Required Skills
- Retirement Plans
- Financial Education
- Presentation Skills
- Microsoft Office
- Project Management
- Bilingual Spanish
- Customer Service
- Relationship Management
- Sales
- Communication
Qualifications
- FINRA Series 7
- RIA Affiliation
- Bachelor's Degree
About Hub International
hubinternational.comHUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
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