Sales Support Representative

7 days ago

London, Ontario, Canada 019984 Hub Financial Inc. Full time

About the Role:

We are seeking a highly skilled and motivated Sales Support Representative to join our team at 019984 Hub Financial Inc. in London. As a Sales Support Representative, you will play a critical role in fostering client growth and retention by collaborating with our HUB advisors.

Key Responsibilities:

  • Engage with clients through calls and emails to identify growth opportunities and provide tailored solutions.
  • Review clients' insurance and investment portfolios to identify areas for improvement and propose suitable strategies.
  • Prepare policy and account information for client meetings and ensure smooth transactions.
  • Manage client service inquiries and handle service requests in a timely and professional manner.
  • 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 and identifying potential areas for portfolio growth.
  • Stay up-to-date with industry trends, financial products, and regulatory changes to provide expert advice to clients.

Requirements:

  • 1-3 years of administrative experience in a financial services or insurance industry.
  • Clear written and oral communication skills; able to express concepts clearly and concisely.
  • Strong customer service skills and ability to build relationships with clients.
  • Positive attitude, approachable, and engaging with a strong desire to learn and grow within HUB.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Knowledge of Mutual Funds, Segregated Fund, and Life Insurance products is an asset.
  • LLQP & Mutual Fund License are both considered an asset.

About Us:

019984 Hub Financial Inc. 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. We are committed to excellence and innovation, and we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide.

What We Offer:

  • Career-related training and development opportunities.
  • We promote work-life balance through flexible scheduling and hours.
  • Mental and physical wellness initiatives.
  • Advancement opportunities within the company.
  • HUB Cares: we are a company that gives back and is active in the community.

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