Investment and Insurance Support Representative
Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer "yes", then HUB Financial Inc. has an exciting opening in our London office for you! We have built a culture at HUB that is focused on helping our employees grow their careers.
The Investments and Insurance Support Representative role offers a variety of responsibilities and the opportunity to build strong relationships with our clients (Advisors) through seamless customer service. If this opportunity intrigues you, keep reading for more details about the role!
What's it like working here: A positive, inclusive, and fun environment where we value diversity We are a results' driven organization where everyone contributes Your effort and attitude matter You will be relied upon and trusted You will learn and grow (we will help bring out the best in you and yes, you are allowed to make mistakes) Like your peers, you will be polished, professional, and fun to be around What we need you to do:
Reporting directly to the VP, Sales Resources, support our winning London team by: Talking to clients - follow up on leads provided to you Learning our tools - prepare calculations and comparisons for clients' policies and plans Being proactive - review clients' portfolios to help identify opportunities Being reliable - manage life insurance changes and investment transactions and trades What it will take to do good work at HUB: A great attitude and the constant desire to help others Previous insurance and investment industry experience Clear written and oral communication skills Problem-solving skills and great attention to detail Practical experience with MS Office Suite & most online meeting platforms Certified Life Insurance Agent (completion of LLQP) Mutual Fund licensed an asset Working Conditions Normal office environment HUB Financial is a wholly owned subsidiary of HUB International - a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.
#LI-TD
Department Sales
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.