Regional Director, Insurance

6 days ago

Dartmouth, Canada HUB International Full time

Regional Director, Insurance & Investments (Halifax, NS)

At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to excellence extends beyond delivering top-tier insurance products - it encompasses a culture that values collaboration, innovation, and continuous learning.

**We are Proud to Offer**:
Customizable flexible benefits options for you and your family

Company matching RRSP contributions

Comprehensive tuition financing and career-related training and development

We promote work-life balance through flexible scheduling and hours

Mental and physical wellness initiatives

Advancement opportunities

**HUB Cares**: we are a company that gives back and is active in the community

Learn more about HUB’s Culture & Value Here

**The Opportunity**:
The Regional Director, Insurance & Investments provides comprehensive support to our Advisors, facilitating the expansion of their insurance and investment portfolios. This entails utilizing educational resources, offering sales assistance, and ensuring excellent customer service across Atlantic Canada.

**A day in the life**:
Driving regional sales in all lines of Insurance including life, living benefits and personal health products as well as Wealth Management products, including Mutual Funds, Segregated Funds, and Fixed Income products.

Strengthening and building strong advisor relationships.

Acting as the first point of contact for pre-sales inquiries.

Effectively providing ongoing coaching and training to brokers on how to prospect efficiently using HUB Masterworks programs, how to incorporate a sales process in client meetings, HUBLINK and carrier software.

Efficiently providing recommendations on various products, completing comparisons, and carrier options based on Advisor requests.

Actively reviewing cases with our Advisors and presenting them with the most suitable solutions using illustration platform.

Constantly learning and participating in insurance and investment industry training to stay informed and educated on industry best business practices.

**Who you are**:
A minimum of 2 years of relevant experience in the life and investment insurance industry.

Completion of the LLQP (Life License Qualification Program) is mandatory, while possessing a Mutual Fund license is preferred.

Outstanding presentation and communication capabilities.

Possess a positive demeanor, a steadfast commitment to assisting others, inquisitiveness, and a track record of delivering consistent performance.

Proficiency in training and mentoring others in prospecting for new business and establishing efficient sales methodologies.

Exceptional proficiency in time management, organizational prowess, and prioritization skills, which are deemed paramount.

Hands-on experience with the MS Office Suite and proficiency in navigating various online meeting platforms.

Exhibit a strong inclination and readiness to pursue further industry education (such as QAFP, CFP, and CLU certifications) to foster career growth at HUB.

Display confidence in engaging with individuals and orchestrating/assisting with events, whether in-person or virtually.

While a post-secondary education is not mandatory, holding a college diploma or university degree is advantageous for potential advancement within the organization.

**Working Conditions**:
Normal office environment with some regional travel required.

**About HUB International**:
Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 18,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.

\#LI-EM

Department Sales

**Required Experience**: 2-5 years of relevant experience

**Required Travel**: Up to 25%

**Required Education**: High school or equivalent

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