Senior Retirement Investment Specialist

2 days ago

Birmingham, Alabama, United States 5HG Hub International Carolinas, a Division of Hub International Midwest Limited Full time

Company Overview:

5HG Hub International Carolinas, a Division of Hub International Midwest Limited, is the 5th largest global insurance and employee benefits broker with over 14,000 employees in 500+ offices throughout North America. We have grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

Estimated Annual Salary: $85,000 - $120,000, depending on experience and qualifications.

Job Description:

As a Senior Retirement Investment Specialist with 5HG Hub International Carolinas, you will play a key role in building and managing relationships with organizations to maintain client retention and satisfaction. You will contribute to the generation of growth and profitability of the department through the attainment of specific sales goals for all size plans from external resources and internal associates.

Key Responsibilities:

  1. Maintaining technical expertise in the investment industry to include monitoring qualified plan investment products, mutual funds, new investment strategies and the ability to evaluate managers.
  2. Providing clients with ERISA 3(21)/3(38) Fiduciary investment advice.
  3. Proactively seeking to provide and monitor investments that best meet the client's objectives and periodically updating and completing investment analysis.
  4. Conducting fiduciary review meetings with clients to evaluate portfolio, comparative analysis of markets, investment history, performance and risk and provide recommendations.
  5. Answering client and participant specific questions and performing research as needed.
  6. Conducting Plan Sponsor Fiduciary Training to committee members.
  7. Planning communication strategy for clients, directing the preparation of communication materials, reviewing, and presenting the determinations to the clients.
  8. Conducting independent oversight of recordkeepers and providers.
  9. Conducting employee education and enrollment process while making sure employee retirement readiness and plan outcomes remain the ultimate goal.
  10. Focusing on business development for the department.

Requirements:

  • Bachelor's degree preferred.
  • 7-10 years of experience in qualified plan retirement investment industry.
  • Must have maintained a Series 6 or 7, and 63 or 65 license.
  • Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program.
  • Must be well-organized and a self-starter to handle multiple task assignments and projects with critical deadlines.
  • Knowledge of basic accounting principles.
  • Skill in operating personal computer and various office machines.
  • Strong knowledge and understanding of qualified plan and investments products.
  • Knowledge of marketing and sales practices and principles.
  • Good written and verbal communication skills.
  • Must be thorough, detailed oriented and be responsible for working with confidential information.

Benefits:

  • Competitive salaries and benefits offerings.
  • Medical/dental/vision insurance and voluntary insurance options.
  • Health Savings Account funding.
  • 401k matching program.
  • Company paid Life and Short-Term Disability Plans.
  • Supplemental Life and Long-Term Disability Options.
  • Comprehensive Wellness Program.
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off.

Equal Employment Opportunity:

5HG Hub International Carolinas, a Division of Hub International Midwest 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.

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