Salary $75,000 - $100,000 a year
Full job description
We are looking for a professional, organized, detail-oriented team player to join hub international investment services, a nationally recognized retirement plan consulting & wealth management firmThis role opportunity is in our sandy, ut office and is a hybrid role; this person can work remotely but must be available for in-person meetings.
In this role, you will:
Work to build, maintain, and strengthen our relationship with our clients
Build strategies to overcome any challenges or goals a client may have each year
Manage multiple client service requests daily through telephone and email
Have responsibility for presenting quarterly reports to our retirement committees
Work closely with our vendor partners in servicing our clients
Assist the sales team in prospecting for potential new customers or new services our company could provide
Review meeting materials using microsoft office (outlook, word, powerpoint, excel) and proprietary reporting systems
Assist with client events, client support, and special projects
Be a team player who helps our team meet our goals to grow our book of clients.
Valuable experience for someone applying for this job:
Securities licensing (series 65) is preferred or something a candidate would be required to get once in position
Background in financial services, insurance, or employer benefits industries including any knowledge of retirement plans and investments
Comfort speaking with people in group settings or on the phone, with a positive attitude and professional interpersonal skills
Project management experience, simultaneously working on several projects with different timelines
Strong attention to detail and organizational skills
Independent ability to problem solve and work well without oversight
Proficiency in microsoft office including word, excel, powerpoint, and outlook
Experience with constant contact, sales force, or client management databases a plus
What we offer you:
A rewarding job that helps local businesses in the community
Medical/dental/vision/life insurance, 401k matching program, health savings account funding, and voluntary insurance options
Generous time-off policies
A work/life balance because that’s important for all of us
Learn from the expertise of your coworkers
Growth- hub is growing, and so can your career
Be part of a motivated team
Additional benefits based on qualifications of applicant
This position pays $75,000- $100,000 annually, depending on experience
In a rapidly changing world, hub advises businesses and individuals on how to prepare for the unexpectedAs one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in controlOur growing team of professionals across north america represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Why choose hub?
Throughout our network of more than 450 hub offices in north america, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and successAt hub, we believe in investing in the future of our employees and provide continuous opportunities for growth and developmentOur entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to serve our valued clientsWe are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over timeJoin us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
Are seeking a progressive work environment at a rapidly growing organization
Have a desire to help others protect their future
Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
Are focused on learning and development to enhance your industry knowledge and expertise
Are a self-starter willing to invest time and energy to learn the technical aspects of our business
Believe in integrity and building success by developing relationships with others
Department account management & service
Required experience: 5-7 years of relevant experience
Required travel: negligible
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 regulationsThe eeo is the law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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Posted 8 days ago