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Hub International
Boston, MA, United States
Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City and state must be separated by a comma followed by a space (e.g., Houston, TX ) Hub International Director of Retirement Plan Education in Boston , Massachusetts About HUB Join our Stevie Award Winning Team at HUB I
Job Source: Hub InternationalSentinel Group
Wakefield
Job Description Job Description Location Note: Hybrid or Remote The Purpose of Your Role: Do you want to work for a fun, growing organization where people truly make a difference? The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and rec
Job Source: Sentinel GroupSentinel Group
Wakefield, MA, United States
Job Description Job Description Location Note: Hybrid or Remote The Purpose of Your Role: Do you want to work for a fun, growing organization where people truly make a difference? The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and rec
Job Source: Sentinel GroupFranklin Templeton
Boston, MA, United States
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the glob
Job Source: Franklin TempletonSentinel Group
Wakefield
Job Description Job Description Location Note: This a hybrid role for our Wakefield, MA office The Purpose of Your Role: Do you want to work for a company that care about their people, and where people truly make a difference? We have an opportunity for an investment advisory professional to be a critical contributor to our retirement plan advi
Job Source: Sentinel GroupLincoln Financial Group
Boston, MA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retirement Pla
Job Source: Lincoln Financial GroupLincoln Financial Group
Boston, MA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retireme
Job Source: Lincoln Financial GroupMP RPO
Wakefield
Job Description Job Description WHO YOU ARE: Do you want to work for a company that care about their people, and where people truly make a difference? We have an opportunity for an investment advisory professional to be a critical contributor to our retirement plan advisory business. We are looking for natural leaders, who have outgoing personal
Job Source: MP RPOWilmington, MA, United States
Hub International Director of Retirement Plan Education Wilmington , Massachusetts Apply Now Join our Stevie Award Winning Team at HUB International!
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
We currently have an opportunity for a Director of Retirement Plan Education . The Director of Retirement Plan Education role is a full-time position within the retirement division of HUB New England. This role is hybrid with office, remote and onsite at client locations. Schedule will vary week to week based on needs. This position is an integral part of the organization with core responsibilities of leading a team of educators, developing content, liaison to management and conducting client and participant education sessions both virtually and onsite at client offices.
Specific Duties:
Manages, retains, attracts, and develops talent which includes:
Training the education team
Create training program and facilitate execution
Shadow team to ensure standards are met
Engages in regular performance and development discussions with direct reports, leveraging strengths, providing on-going coaching and feedback.
Identifies and resolves strategic challenges.
Monitor ongoing industry news for trend and shifts relevant to education of plan participants
Liaison with local management on trends, needs and client feedback
Develop content in collaboration with national marketing team
Enhance or update as needed
Plan bi-weekly virtual offering to all clients
Conduct client & participant Retirement Plan Education meetings
Scheduling of meetings with clients as assigned
Support of the Sales Team as needed
Strong knowledge of client, client contacts and client plans
CRM maintenance of all client interactions
Special projects as assigned
Qualifications:
Strong knowledge of Retirement Plans
General knowledge related to financial services, investments and ERISA
Prior experience working with Retirement Plans and Presenting to clients
Proficient in Microsoft Office Suite
Must be able to work independently, with some supervision and direction from manager
Must possess and demonstrate excellent organizational skills, customer service skills, and verbal and written communication skills
Strong analytical and problem-solving skills
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Up to 25%
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
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We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
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Director of Retirement Plan Education jobs in Wilmington, MA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.