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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 organization, you will play a vital role in supporting our Advisors and 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, incorporate a sales process in client meetings, HUBLINK, and carrier software.
  • Efficiently provide recommendations on various products, complete comparisons, and carrier options based on Advisor requests.
  • Actively review cases with our Advisors and present them with the most suitable solutions using illustration platform.
  • Stay informed and educated on industry best business practices through continuous learning and participation in insurance and investment industry training.
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.
  • 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 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 website to explore our opportunities.