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Financial Coach
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Full-time
- HUB International Limited (“HUB”) is a fast-growing, global insurance brokerage providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
- Headquartered in Chicago, HUB is currently owned by a group of investors led by lead investor Hellman & Friedman, one of the world’s largest and most respected private equity firms that recently closed the largest PE fund of 2021 and one of the largest funds of all time.
- The Financial Coach’s scope of responsibilities includes managing and reporting participant eligibility and engagement, providing classroom instruction and one-on-one coaching, promoting coaching activities, and supporting participation tracking.
- With this foundation established employees will be able to transition overtime to the financially thriving stage with focus on future goals such as buying a home, saving for retirement, and funding a child’s education.
- Conduct client meeting with the goal to communicate, educate, and engage employees on financial literacy resources.
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