Sales Support Representative

3 weeks ago

London, Canada HUB International Full time

Sales Support Representative (Contract)

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.

**The Opportunity**:
**A day in the life**:
Review clients’ insurance and investment portfolios to identify growth opportunities

Prepare policy and account information for client meetings

Summarize and act on post-client meeting notes and activities

Facilitate transactions and trades

Manage client service inquiries

Complete life insurance changes and forms

Initiate proactive communication with existing clients to maintain strong relationships and meet their financial needs

Cultivate new client relationships by demonstrating the value of our services

Identify potential areas for portfolio growth and propose suitable strategies to clients

Stay up-to-date with industry trends, financial products, and regulatory changes

**Who you are**:
1-3 years of administrative experience

Clear written and oral communication skills; able to express concepts clearly and concisely

Strong customer service skills

Positive attitude, approachable, and engaging

Eager to learn and grow within HUB

Ability to build relationships and network within the insurance/investment industry

Experience in using MS Office, CRM, and planning software(s)

Knowledge of Mutual Funds, Segregated Fund, and Life Insurance products is an asset

LLQP & Mutual Fund License are both considered an asset

**We are Proud to Offer**:
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

**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 Office Administration & Clerical

**Required Experience**: 1-2 years of relevant experience

**Required Travel**: No Travel Required

**Required Education**: High school or equivalent

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

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