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Financial Consultant, Insurance

Job in Sandy, Salt Lake County, Utah, 84092, USA
Listing for: HUB International
Full Time position
Listed on 2025-12-23
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst
  • Business
    Risk Manager/Analyst
Job Description & How to Apply Below
Position: Financial Consultant, Employee Benefits Insurance

In this role, you will:

  • Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise

  • Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities

  • Train and mentor members of the Financial Consulting team

  • Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration

  • Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self‑funding and other associated programs

  • 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

  • Understand the financial impact of his/her actions on HUB profitability and act accordingly; and apply the same standards in working with clients

  • Recommend/implement processes that increase efficiencies and/or reduce cost

  • Demonstrate in-depth understanding of revenue/expense and cash flow management

What you offer us:
  • 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 primary care, value based payments, onsite/near site clinics, and captives

  • Extensive knowledge of employee benefits, alternative risk management techniques, and the local market

  • Bachelor’s degree required

  • Ability to travel to all Colorado office locations and some client sites as needed

  • Valid Life/Health Insurance Producer License required

  • Excellent written and verbal communication skills

What we offer you:
  • 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 because that’s important for all of us

  • Learn from the expertise of your coworkers

  • Growth‑ HUB is growing, and so can your career

  • Be part of a motivated team

About HUB:

HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. 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. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Why Choose HUB:

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time.

Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:
  • are seeking a progressive work environment at a rapidly growing organization

  • have a desire to help others protect their future

  • have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  • are focused on learning and development to enhance your…

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