**Discover a Career That Empowers You — Join HUB International!** At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud _Stevie Award-winning workplace_ — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 19,000 professionals across 650 offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. **Explore your future with HUB International. Let’s grow together.** If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — **HUB is the place for you.** We currently have an opportunity for a **Retirement Education Specialist** to join our **Retirement and Private Wealth** team in our **McLean, VA** office. The selected individual will be 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 and the Client Service team. The successful candidate must understand all aspects of plan design, customer service, external reporting and internal procedures to build client relationships and solve problems proactively. This position is an integral part of the organization with core responsibilities of conducting client and participant education sessions to engage retirement plan participants in their holistic financial wellbeing, with an emphasis on driving positive outcomes on their retirement plan. **Job Responsibilities:** + Develop customized educational programs and content to maximize employee engagement with HUB—accounting for a wide range of demographics and communication strategies. + Direct liaison between the Client and HUB. Manage a strong Client relationship. + Proactively engage with plan sponsors, advisors, client service team and marketing to enhance the education experience for all plan participants. + Provide financial education and guidance to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing. + Utilize one-on-one meetings, webinars, workshops, group meetings, and podcasts to deliver educational programming. + Work with the wealth management team to identify, qualify, and convert retirement plan participants to wealth management clients following a warm hand-off process. + Act as an integral part of the sales process, including participating in sales final presentations and selling ancillary services such as FinPath. + Track meeting activity and wealth management lead pipeline for annual client reviews. + Track/Input group meetings into CRM (Client Relationship Management). + Input detailed client notes into CRM (Client Relationship Management). + Oversees pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting. **Qualifications:** + Securities licenses Series 6, 7, 63, 65, or 66 preferred. + Bachelor’s Degree required. + 3+ years’ experience in financial services encompassing employer-sponsored retirement plans and/or wealth management. + Excellent communication, presentation, listening and organizational skills. + Work independently with minimal supervision and within a team environment. + Travel may be required within the region. Ability to travel to client locations. + Spanish is a plus. **Expectations:** + Further development of HUB International employee engagement content. + Participation in HUB Camp quarterly series. + Revenue generation by cross-selling and converting clients to retail. + Career growth in the direction of becoming a retirement plan advisor. + Marketing and sales support. + Ability to travel to client locations. + Drive fueled by curiosity and creativity. **What We Offer You:** At HUB International, we’re invested in your success — both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we’ve got you covered. We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow! Benefits you may enjoy working at HUB International Mid-Atlantic, Inc: + Medical, Dental, Vision and Prescription Drug Coverage + Health Plan Reimbursement Program + Health Savings Account (HSA) + 401(k) Savings Plan + Employee Assistance Program (EAP) + Comprehensive Wellness Program + Flexible Spending Accounts (FSAs) + Life and Disability Plans + Long-Term Care + Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more! + Low-Cost Loan Program and Student Loan Resources + Vacation, Holiday, Sick, and Personal Time Off + Comprehensive Onboarding + Continuing Education + Flexible Work Arrangements + Dress for Your Day Dress-Code **Employee Resource Groups and Voices of HUB Employee Groups:** At HUB, inclusion isn’t just a core value — it’s a shared commitment. We’re building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self. One of the easiest ways to get involved is by joining one of our Employee Resource Groups (ERGs) or Voices of HUB Employee Groups — communities where connection, support, and impact come to life. Currently we have two ERGs: + HUB Women Network + HUB Black Inclusion Network Our Voices of HUB Employee Groups are: + Asian Pacific Islander Voices + Hispanic Voices + HUB Young Professional Enrichment (HYPE) + Indigenous Voices + Pride Voices + Military Veterans/Military Spouses & Families Voices Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy: + Talent – the attraction, recruitment, and hiring of the best diverse talent; + Culture – creating a culture of Inclusion and Belonging; and + Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy. **_The expected salary range for this position is_** **_$65,000 to $85,000_** **_and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include_** **_health/dental/vision/life/disability_** **_insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._** Apply today! *LI-AM Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity 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. E-Verify Program (https://hubinternational.jobs/e-verify/) We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.