Qualifications
Responsibilities
Benefits
About this role:
As the Manager of Financial Consulting, you willbe responsible forleading the financial consulting practice for all HUB Colorado’s Employee Benefitspractice.The focus is to provide analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients. In addition, you will alsobe responsible formanaging all the Financial Consultants on your team.
You will work with or delegate team members to work with the various HUB Colorado offices, EB Sales Executives, Account Executives, and clients toassistwith the delivery and presentation of cost management data and associated solutions that provide bottom line impact. You will play a consultative role in large prospect RFP presentations and client renewal presentations where and whenappropriate.
In this role, you will:
Work with each direct report (Financial Consultant) toestablishan agreed upon set of performance goals and individual business plans; work toward implementation protocols with the account teams.
Provide feedback,coachingand accountability on a regular basis to Financial Consulting team members so they havean indicationof their progress.
Evaluate team member performance through the appraisal process on an annual basis.
Recommend changes to processes and work products to ensure HUB's reputation as a quality, service-oriented, and value-added organization.
Anticipate and adapt to changing business demands 6 especially in tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs.
Measure results against goals and plans for necessary improvements.
Help manage a book of business (> 100 ee's or complex accounts) in tandem with Producers and the Account Executives
Support new and existingbusinessby matching client needs, cost management solutions, and HUB’s unique strategic sales/technology approach.
Delegateassistanceto or directlyassistProducers/Account Executives in selling to new accounts bydemonstratingHUB analytics, alternative risk, and cost managementexpertise.
Train Producers and Account Management team as necessary in applying a basic understanding of our capabilities.
Directly support or delegate team support to the Producers and Account Management team in finalist meetings
Execute marketing efforts focused on sales/retention initiatives 6 where financial consulting is a key consideration.
Identifyclient/vendor/other needs and bring them to the attention of regional leadership.
Manage carrier/vendor relationships for cost management programs.
Understand the budgetary impact of their actions on HUB profitability and actaccordingly;and apply the same standards in working with clients.
Effectively manage daily expenses including marketing, promotional, training, phone, mailing costs, etc. tocomply withbudgeted projections for the Financial Consulting team
Recommend/implement processes that increase efficiency and/or reduce cost
Demonstrate in-depth understanding of revenue/expense and cash flow management
What You Bring:
Required:
Ability to travel to all Colorado office locations and client sites as needed.
College Degreerequired.
Valid Life/Health Insurance Producer Licenserequired.
Preferred:
5 + years of experience in employee benefits consulting preferred, ideally with in-depth knowledge of various funding types, underwriting, pharmacy and stop loss contracts, as well as cost management solutions like direct provider contracts, value-based payments, onsite/near site clinics, and captives.
Extensive knowledge of employee benefits, alternative risk management techniques, and the local market
Previousexperience in agency and/or staff management
Excellent written and verbal communication skills
What We Offer:
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 becausethat’simportant for all.
Learn from theexpertiseof your coworkers.
Growth- HUB is growing, and so can your career.
Be part of a motivated team.
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $120,000 -$150,000 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.
The posting end date is July 15, 2026. This may change depending on the volume of applicants.
Department Business OperationsRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)About Hub International Limited
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