Financial Consultant, Employee Benefits Insurance

We're looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In this role, you'll play a key part in supporting our producers and account executives through expert financial analysis, cost management strategies, and innovative funding approaches that drive client success.

Requirements

• Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise
• Train and mentor members of the Financial Consulting team
• Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration
• Help manage a book of business (> 100 EEs or complex accounts) in tandem with Producers and the Account Executives
• Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach
• Manage carrier/vendor relationships for cost management programs
• Recommend/implement processes that increase efficiencies and/or reduce cost
• Demonstrate in-depth understanding of revenue/expense and cash flow management

Benefits

• Medical/dental/vision/life insurance
• 401k matching program
• Health Savings Account funding
• Voluntary insurance options
• Generous time-off policies