Business Development Specialist
5 days ago
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.
The OpportunityWe are seeking an experienced Business Development Specialist to join our team in London. This role involves collaborating with our advisors to foster client growth and retention. You will engage with clients through calls and emails, review their portfolios, and prepare essential information for meetings.
You will also ensure smooth transactions and handle service inquiries, contributing to a seamless and supportive client experience.
A Day in the Life- Follow up on leads and opportunities from client calls and emails
- Review clients' 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
- Handle insurance and investment applications with accuracy and compliance
- 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
We are looking for a highly motivated and organized individual with 1-3 years of administrative experience. You should have clear written and oral communication skills, strong customer service skills, and a positive attitude. Ability to build relationships and network within the insurance industry is also required.
Knowledge of Mutual Funds, Segregated Fund, and Life Insurance products is an asset. LLQP & Mutual Fund License are both considered an asset.
Benefits- Career-related training and development
- 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
$45,000 - $60,000 per year, depending on experience.
The estimated salary range is based on national averages and may vary depending on location, industry, experience, and other factors.
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