Bilingual Education Specialist, Financial Wellness; English & Spanish

HUB International Limited is a leading full‑service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401(k) matching program
• Company‑paid Life and Short‑Term Disability Plans
• Supplemental Life and Long‑Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package – vacation, holiday, sick, and personal time off
• Great work/life balance
• Employee engagement events and a meaningful workplace culture
• Opportunity to be part of a motivated, winning team and learn from top talent
• Growth potential as HUB continues to expand
• Community support through HUB Gives and DEIC initiatives

The Education Specialist, Financial Wellness is responsible for providing dedicated on‑site, virtual and field support for a specified block of retirement plans either directly with clients or in coordination with a Retirement Advisor. This role must understand all aspects of plan design, customer service, external reporting and internal procedures to build client relationships and solve problems proactively. The position is an integral part of the organization with core responsibilities of conducting client and participant education sessions.

• Maintain strong and effective relationships with clients, co‑workers, retirement plan vendors, strategic partners and other business contacts to provide exceptional service.
• Proactively engage in day‑to‑day communication with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants.
• Assist Plan Sponsors and Plan Participants with questions, requests and issue resolution.
• Review, organize, process and submit completed client paperwork to appropriate parties, including new business and ongoing service items.
• Develop customized educational programs and content to maximize employee engagement with HUB, accounting for a wide range of demographics and communication strategies.
• Provide financial education to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing.
• Deliver educational programming via one‑on‑one meetings, webinars, workshops, group meetings, benefit fairs and videos/podcasts.
• Educate employees on their retirement picture, including social security, pension plans, rollovers, state governmental plans, employer plans (401(k), 403(b), 457) and individual savings plans (IRA, 529 College Plans).
• Engage in marketing activities, including speaking, writing, attending events and maintaining an active social media presence.
• Manage communication between the client and internal teams to support existing processes.
• Track meeting activity and wealth‑management lead pipeline for annual client reviews.
• Generate revenue by cross‑selling and converting clients to retail.
• Pursue career growth toward becoming a Retirement Plan Advisor or Financial Planner.
• Support marketing and sales efforts.
• Work with the wealth‑management team to identify, qualify, and convert retirement plan participants to wealth‑management clients following a warm hand‑off process.
• Perform special projects and other duties as assigned.

• FINRA Series 7 license and RIA affiliation licensing requirements.
• Bachelor’s degree preferred.
• Bilingual (Spanish speaking).
• 2–5 years of experience in financial services, retirement plans, and investments preferred.
• Ability to work independently with some supervision and direction from a manager.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint & Outlook).
• Prior experience working with retirement plans and presenting to clients preferred.
• Comfortable speaking with people in group and one‑on‑one settings (both virtually and in person) with strong interpersonal skills.
• Project‑management experience managing several projects with different timelines simultaneously.
• Strong attention to detail, organizational skills, customer‑service skills, and verbal/written…