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HUB International

Director of Retirement Plan Education

Boston, MA

About HUB

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

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We currently have an opportunity for a Director of Retirement Plan Education . The Director of Retirement Plan Education role is a full-time position within the retirement division of HUB New England. This role is hybrid with office, remote and onsite at client locations. Schedule will vary week to week based on needs. This position is an integral part of the organization with core responsibilities of leading a team of educators, developing content, liaison to management and conducting client and participant education sessions both virtually and onsite at client offices.

Specific Duties:
  • Manages, retains, attracts, and develops talent which includes:
  • Training the education team
  • Create training program and facilitate execution
  • Shadow team to ensure standards are met
  • Engages in regular performance and development discussions with direct reports, leveraging strengths, providing on-going coaching and feedback.
  • Identifies and resolves strategic challenges.
  • Monitor ongoing industry news for trend and shifts relevant to education of plan participants
  • Liaison with local management on trends, needs and client feedback
  • Develop content in collaboration with national marketing team
  • Enhance or update as needed
  • Plan bi-weekly virtual offering to all clients
  • Conduct client & participant Retirement Plan Education meetings
  • Scheduling of meetings with clients as assigned
  • Respond/Assist/Support plan participants
  • Support of the Sales Team as needed
  • Strong knowledge of client, client contacts and client plans
  • CRM maintenance of all client interactions
  • Special projects as assigned
  • Bachelor's degree required
  • FINRA Licensed (series 65)
  • Strong knowledge of Retirement Plans
  • General knowledge related to financial services, investments and ERISA
  • Management experience preferred
  • Strong communication skills
  • 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
Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International 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. The EEO is the Law poster and its supplement is available here at

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Hi, we're HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit

Client-provided location(s): Boston, MA, USA
Job ID: hub-2065761490
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Happy Hours
    • Company Outings
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program