Retirement Plan Consultant
Hub International(1 month ago)
About this role
The Retirement Plan Consultant is a client-facing specialist who advises governmental and corporate clients on employer-sponsored retirement plans (457b, 401a, 401k, 403b). The role supports the sales team and partners with clients to develop and implement plan strategies and designs that align with organizational goals and regulatory requirements. It also serves as a resource for plan conversions, participant education, and escalated service issues.
Required Skills
- Plan Strategy
- Plan Design
- Document Audit
- Fee Analysis
- Investment Menu
- Service Agreements
- Stable Value
- Plan Conversion
- Participant Education
- RFP Management
+6 more
Qualifications
- Bachelor's Degree
- Series 65
- Series 66
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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