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HUB International · 2 weeks ago

Education Specialist, Financial Wellness

Fort Lauderdale, FL

Full-time

Hybrid

Entry, Mid Level

2+ years exp

HUB International is a leading global insurance and employee benefits broker, dedicated to providing a broad range of services. The Education Specialist, Financial Wellness is responsible for delivering educational programs and support for retirement plans, enhancing client relationships, and promoting financial wellbeing among employees.

Financial ServicesInsuranceInsurTechRisk Management

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

Assists both Plan Sponsors and Plan Participants with questions, requests and issue resolution

Review, organize, process and submit completed client paperwork to appropriate parties

This would include both new business as well as ongoing service items

Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies

Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing

Utilize one-on-one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts to deliver educational programming

Educate 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 engage in marketing activities including speaking, writing, attending events and maintaining an active social media presence

Manage communication between the client and internal teams to support existing processes

Track meeting activity and wealth management lead pipeline for annual client reviews

Generate revenue by cross-selling and converting clients to retail

Pursue career growth in the direction of becoming a Retirement Plan Advisor or Financial Planner

Provide marketing and sales support

Work 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

Qualification

FINRA Series 7 licenseFinancial services experienceRetirement plans experienceMicrosoft Office SuiteBilingual (Spanish)Customer service skillsProject managementInterpersonal skillsOrganizational skillsVerbal/written communicationTeam player