4 retirement plan consultant jobs found

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Summary: We are looking for a professional, organized, detail-oriented team player to join HUB International Retirement & Private Wealth.  We have 600 locations in North America with 20,000 employees serving over 10,000 retirement plans. In this role, you will: Build, maintain, and strengthen our relationships with our retirement plan clients; Responsible for proactive...

Job Posting End Date: June 30 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This Consultant position focuses on driving sales growth, building market share, and meeting necessary sales and asset goals within the position’s assigned geographic territory. Through consultative selling strategies, individual performance, and in collaboration with their assigned Regional Sales Representatives and other centers of influence for RPS, this position...

Position Summary The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Support the Client-facing team in performing administrative tasks. Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; performs filing, editing, copying, or collating as needed. Keeps records in relation to the disbursement process. Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation. Assists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and...