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Insurance Portfolio Director

2 months ago


Dartmouth, Canada 019984 Hub Financial Inc. Full time
About the Role

We are seeking a highly skilled and experienced Insurance Portfolio Director to join our team at HUB Financial Inc. in Halifax, NS. As a key member of our sales team, you will be responsible for providing comprehensive support to our advisors, facilitating the expansion of their insurance portfolios.

Key Responsibilities
  • Drive regional sales in all lines of insurance, including life, living benefits, and personal health products.
  • Strengthen and build strong advisor relationships.
  • Act as the first point of contact for pre-sales inquiries.
  • Provide ongoing coaching and training to brokers on how to prospect efficiently using HUB Masterworks programs.
  • Efficiently provide recommendations on various products, completing comparisons, and carrier options based on advisor requests.
  • Actively review cases with our advisors and present them with the most suitable solutions using illustration platforms.
Requirements
  • A minimum of 2 years of relevant experience in the life and insurance industry.
  • Completion of the LLQP (Life License Qualification Program) is mandatory.
  • 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.
  • Hands-on experience with the MS Office Suite and proficiency in navigating various online meeting platforms.
About HUB International

HUB International 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.