Overview:The Employee Education Consultant role is a flexible full time or part time remote position with the Boston/Alpha Pension Group team. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions both virtually and onsite at client offices.
Responsibilities:- Client & Participant Retirement Plan Education meetings
- Scheduling of meetings with clients as assigned
- Respond/Assist/Support plan participants
- Strong knowledge of client, client contacts and client plans
- CRM maintenance of all client interactions
- General updates to the CRM
- Special projects as assigned.
Qualifications:- Bachelor's degree required.
- FINRA Licensed (series 65)
- 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
The expected salary range for this position is $100,000 annually to $120,000 annually and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
What we offer youWe invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.
- Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
