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Retirement Solutions Relationship Specialist
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About 5H2 Hub International Midwest Limited
In an ever-evolving landscape, 5H2 Hub International Midwest Limited offers strategic guidance to businesses and individuals, preparing them for unforeseen challenges. As a prominent insurance brokerage, we prioritize providing our clients with assurance that their vital interests are protected through dedicated advocacy and tailored insurance solutions. Our growing team across North America is comprised of a diverse array of entrepreneurs and leaders renowned for their excellence in the insurance sector.
Why Join Us?
With a network of over 450 offices throughout North America, we present a competitive, dynamic, and welcoming work atmosphere that strategically positions our employees for enduring success. At 5H2 Hub, we are committed to investing in our employees' futures by offering continuous growth opportunities. Our entrepreneurial culture nurtures an empowering environment where our team members can make informed decisions for our clients and the organization, with a focus on enhancing the industry expertise of our insurance professionals to better serve our valued clientele. We are dedicated to providing competitive and flexible benefits that adapt to your evolving needs. Join us in shaping a future that harmonizes a diverse, stimulating work environment with financial stability and career satisfaction.
Your Ideal Fit:
- Seeking a progressive workplace within a rapidly expanding organization
- Passionate about helping others secure their future
- Possessing an entrepreneurial spirit and enthusiasm for business growth
- Committed to ongoing learning and development to deepen industry knowledge
- Self-driven to understand the technical aspects of our operations
- Valuing integrity and fostering success through relationship building
Role Overview: Retirement Relationship Manager
The Retirement Relationship Manager serves as a key liaison for a designated portfolio of retirement plans, ensuring the delivery of exceptional client services. Collaborating with the lead advisor, this position addresses complex operational and compliance challenges. A comprehensive understanding of plan design, customer service, and internal reporting is essential. The Relationship Manager oversees quarterly reporting for all retirement clients, manages meeting documentation, and drives ongoing client initiatives. This role involves daily communication with both internal and external stakeholders to maintain, enhance, and establish strong client relationships; coordinating plan management with service providers; participating in client meetings and calls; and proactively resolving plan-related issues within established timelines.
Key Responsibilities:
- Facilitate daily communications with clients, organizing conference calls and meetings for consultation and issue resolution.
- Centralize the generation of quarterly reports.
- Coordinate and manage data entry across various reporting platforms and spreadsheets.
- Complete routine monthly and quarterly deliverables for both internal and external stakeholders.
- Ensure the highest level of customer service and satisfaction.
- Proactively assist in optimizing services, implementing new applications and software, product enhancements, and the new Fiduciary Vault.
- Coordinate the production of custom or specialized reports as needed.
- Provide guidance and mentorship to junior staff members.
- Execute additional assigned tasks as required.
Qualifications:
- Bachelor's degree is required.
- FINRA Series 6 & 63, along with applicable state licenses, must be obtained within a specified timeframe.
- A minimum of three (3) years of relevant experience in the financial services sector is essential.
- A comprehensive understanding of the industry is crucial.
- Demonstrated proficiency in investment products is required.
- Effective communication and presentation skills are necessary.
- Basic computer skills in Microsoft Word, Excel, PowerPoint, and Outlook are expected.
- Experience with CRM systems is advantageous.
- Face-to-face experience, preferably in a field structure setting, is required.
- A collaborative team player who is adaptable in a growing organization.
5H2 Hub International Midwest Limited is an equal opportunity employer that values diversity and prohibits discrimination based on various characteristics to comply with laws. We are committed to making our website accessible to all users. For inquiries regarding website accessibility or assistance with the application process, please reach out to the US Recruiting Team. This contact is solely for accommodation requests; do not inquire about application status.
