The Strategic Resource Associate (SRA) plays a vital role in the growth and development of our sales and client service culture. The SRA will support the HUB Retirement & Private Wealth (RPW) sales team through marketing efforts while helping generate new business and impact client retention. This person will be critical in operationalizing and scaling RPW sales practices leveraging technology for lead generation, reporting, analysis, and presentations across all HUB regions. The SRA is key to supporting Advisors and Management achieve their goals.

You will be led by the RPW Chief Sales Officer, Director of Sales Operations, and Business Development team. This position offers tremendous growth potential for strong performers who are eager to learn and take on new responsibilities as the Business Development team expands and the individual engages directly with advisors, producers, and leaders across the organization. 

RESPONSIBILITIES

Sales Support & Administration

Assist RPW Business Development team in engaging HUB regional Employee Benefits and Property & Casualty teams with Retirement & Private WealthGenerate and validate prospect lists sourced within existing HUB clientsProvide database and CRM support for sales members. Enforce continued use of HUB’s CRM system to all advisors within RPWCommunicate with regional leadership, SRMs, account managers, producers, and advisorsAnalyze client data to determine key opportunities for further HUB businessCoordinate regional events and support industry conference attendance for home office teamSupport marketing and communications efforts such as recurring newsletters, webinar promotions, conferences/events, advisor award nominations and recognitionsPrepare and editing marketing materials including brochures, presentations, sell sheets, etc.

QUALIFICATIONS (REQUIRED AND PREFERRED)

Preferred QualificationsFinancial Service Knowledge, specifically 401(k) & Wealth ManagementSome knowledge of Insurance and/or Employee BenefitsExperience utilizing a CRM system

Required SkillsStrong written and verbal communication skillsAbility to work well with others, leverage effective emotional intelligence, proactively anticipate and develop solutions, and work collaboratively with multiple teamsSelf-motivated, able to organize and prioritize tasksHigh level of comfort leveraging Microsoft Office, specifically ExcelProven experience working in a fast paced and quickly evolving work environmentDetail Oriented, Quick Learner, Problem Solver

The expected pay range for this position is $60,000 to $70,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work 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, and eligible bonuses, and commissions for some positions.

Department Business Operations

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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