HUB International · 1 week ago
Education & Plan Conversion Specialist (Retirement Plans)
Pasadena, CA
Full-time
Onsite
Entry, Mid Level
$80K/yr - $110K/yr
2+ years expHUB International is a global insurance and employee benefits broker, providing a broad array of services. The Education & Plan Conversion Specialist will assist with employer-sponsored retirement plans, conducting education sessions and acting as a project manager for plan conversions.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Conducts in-person and virtual group employee education sessions to participants in employer sponsored retirement plans (457(b), 401(k), 401(a), 403(b))
Acts as a project manager/coordinator for plan conversions by liaising with clients and vendors
Coordinates communications with plan participants, which could include planning and attending enrollment meetings, education sessions, and written communications
Supports individual participant requests (ex. withdrawal requests, website access, allocation changes, QDRO’s, etc.)
Pro-actively engages/communicates with retirement plan clients on general follow-ups
Participates with a team in conducting plan reviews
Provides email summarizing the meetings and next steps to Firm Partners
Completes Executive Summaries (meeting minutes)
Creates and manages fund change processes with record-keepers and review fund changes for accuracy
Jointly works with management and other staff to support clients with annual plan activity like audits, testing census requests, 5500’s, fee disclosures, etc
Completes ad-hoc projects and assignments as requested
Qualification
Required
A bachelor's degree or five (5) years of relevant experience
Series 65 or 66 required
Highly proficient at PowerPoint and Word, basic to moderate Excel skills
Previous experience providing training to plan participants
Previous experience responding to and following up on participant requests
Ability to work in a fast-paced environment
Demonstrated experience working with record-keepers and TPA's in plan builds, audits and customer service
Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization
Ability to work collaboratively in a team environment
2-5 years of relevant experience
Bachelor's degree (4-year degree)
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity
Commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase