Bilingual Education Specialist, Financial Wellness (English & Spanish)

About Hub International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

Summary

The Education Specialist, Financial Wellness is responsible for providing dedicated on-site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor. This role must understand all aspects of plan design, customer service, external reporting and internal procedures in order to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.

Essential Duties And Responsibilities

• Maintains strong and effective relationships with clients, co-workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service
• Proactively engage in day-to-day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants
• Affords both Plan Sponsors and Plan Participants with questions, requests and issue resolution
• Reviews, organizes, processes and submits completed client paperwork to appropriate parties
• This would include both new business as well as ongoing service items
• Develops customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies
• Provides financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing
• Utilizes one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming
• Edifies the employee on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457), and individual savings plans (IRA, 529 College Plans)
• Actively engages in marketing activities including speaking, writing, attending events and maintaining an active social media presence
• Manages communication between the client and internal teams to support existing processes
• Tracks meeting activity and wealth management lead pipeline for annual client reviews
• Generates revenue by cross-selling and converting clients to retail
• Pursues career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner
• Provides marketing and sales support
• Works with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process
• Special projects and other duties as assigned

Requirements

• FINRA Series 7 license and RIA affiliation licensing requirements
• Bachelor’s degree preferred
• Bilingual (Spanish Speaking) – 2-5 years of experience preferred in financial services, retirement plans, and investments
• Must be able to work independently, with some supervision and direction from manager
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook)
• Prior experience working with retirement plans and presenting to clients preferred
• Comfortable speaking with people in group and one-on-one settings (both virtually and in-person) with strong interpersonal skills
• Strong attention to detail, organizational skills, customer service skills, and verbal/written communication skills
• Must be a team player
• Minimal travel requirements (conferences or on-site client visits)

Department Account Management & Service Required Experience

• 2-5 years of relevant experience

Required Travel

• Negligible

Required Education

• Bachelor's degree (4-year degree)

E-Verify Program

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