Wealth Management & Insurance Planning Specialist
External
Hub · Vancouver, Bc, CanadaPrepare for this interview
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About the role
Do you believe that peace of mind starts with the right protection and a strong financial plan? At HUB, we have built a culture focused on professional growth and client-centric values, and we are looking for an Insurance Planning Specialist who shares that commitment. The successful candidate will design tailored insurance and investment solutions for new and existing clients, making a meaningful difference in the lives of the people and families they serve.
Responsibilities
- Engage with new and existing clients through proactive, personalized outreach to foster lasting relationships and address their evolving financial needs.
- Pursue leads with purpose, converting opportunities into sales while delivering an exceptional client experience.
- Educate clients on the benefits of life insurance, segregated funds, and related protection solutions, empowering them to make confident, informed decisions.
- Provide comprehensive and compelling solutions, personally tailored and encompassing both insurance and investment strategies.
- Complete insurance and investment applications accurately and efficiently, with attention to detail, ensuring full compliance with regulatory standards.
- Execute financial transactions and trades on behalf of clients with accuracy, care, and a commitment to their best interests.
- Collaborate with internal teams and leverage technology to maximize lead flow and align with sales goals.
- Maintain current knowledge of industry trends, financial products, and regulatory developments.
- What You'll Need for Success
- Certified Life Insurance Agent (completion of LLQP)
- In-depth knowledge of segregated funds, annuities, and life insurance products
- Advanced financial planning knowledge and experience
- Positive attitude, approachable and engaging
- Reliable and responsive to customer service inquiries/needs
- Clear written and oral communication skills; can express a concept clearly and concisely
- Demonstrates competence using MS Office, CRM, and planning software(s)
- What's in it for you?
- Your well-being is our priority, and we back this up with a wealth of benefits:
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
- Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
- Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
- Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues-everything you need to support your growth and excel in your career.
- Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
Benefits
Additional Information
Wealth Management & Insurance Planning Specialist (Hybrid) Vancouver, BC Hub Financial, a division of HUB International, is one of Canada's largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management. We provide advisors with a wide range of products, resources, and tools to succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes.
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