Financial Consultant, Employee Benefits Insurance jobs in United States
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HUB International · 6 hours ago

Financial Consultant, Employee Benefits Insurance

HUB International is a leading global insurance and employee benefits broker, providing a broad array of products and services. They are seeking a Financial Consultant who will support producers and account executives through expert financial analysis and cost management strategies to drive client success.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise
Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities
Train and mentor members of the Financial Consulting team
Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration
Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs
Help manage a book of business (> 100 EEs or complex accounts) in tandem with Producers and the Account Executives
Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach
Manage carrier/vendor relationships for cost management programs
Understand the financial impact of his/her actions on HUB profitability and act accordingly; and apply the same standards in working with clients
Recommend/implement processes that increase efficiencies and/or reduce cost
Demonstrate in-depth understanding of revenue/expense and cash flow management

Qualification

Employee benefits consultingCost management solutionsAlternative risk managementLife/Health Insurance LicenseFinancial analysisCommunication skillsTeam mentoring

Required

Bachelor's degree required
Ability to travel to all Colorado office locations and some client sites as needed
Valid Life/Health Insurance Producer License required
Excellent written and verbal communication skills

Preferred

5 + years of experience in employee benefits consulting preferred, ideally with in-depth knowledge of various funding types, underwriting, pharmacy and stop loss contracts, as well as cost management solutions like direct primary care, value based payments, onsite/near site clinics, and captives
Extensive knowledge of employee benefits, alternative risk management techniques, and the local market

Benefits

Medical/dental/vision/life insurance
401k matching program
Health Savings Account funding
Voluntary insurance options
Generous time-off policies

Company

HUB International

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase