Sales Support Representative
Sales Support Representative
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Job Description
Sales Support Representative (Hybrid)
HUB Financial - Vancouver
Hub Financial a division of HUB International is one of Canadas largest independent Managing General Agencies (MGA). Specializing in life insurance investments and wealth management we provide independent financial advisors with a wide range of products resources and tools to help their business 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. At Hub Financial we empower independent advisors to grow their practices enhance their client service and deliver comprehensive financial solutions.
About The Role
As a Sales Support Representative at Hub Financial you will play a key role in supporting our retail advisors by managing client communications coordinating meetings and handling administrative tasks. This role is essential in helping advisors grow their business by ensuring smooth day-to-day operations following up on sales opportunities and delivering exceptional client service. Ideal candidates are organized client-focused and have experience in insurance and financial services.
What Youll Do
Prepare and distribute client communications and documentation.
Follow up on leads and sales opportunities generated through Propel client outreach and other sales activities.
Handle inbound and outbound client calls with professionalism and efficiency.
Coordinate book and organize client meetings.
Gather and prepare policy and account information ahead of client appointments.
Execute post-meeting administrative follow-ups and tasks.
Respond to client service inquiries and support a wide range of non-financial service needs.
What Youll Need for Success
Post-secondary education (college diploma or equivalent).
Life insurance license preferred; background in insurance and administrative support is ideal.
Solid understanding of life insurance mutual funds and segregated fund products.
Highly organized results-driven and capable of managing diverse responsibilities.
Exceptional customer service orientation.
Strong verbal and written communication abilities.
Proficient in Microsoft Office and quick to learn new technologies including CRM systems and virtual meeting platforms.
Whats 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 dueseverything 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.
At HUB we believe that diversity drives innovation equity fosters opportunity and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued respected and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
Compensation
The expected salary range for this position is $45000 to $50000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level.
HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits disability insurance RRSP matching paid-time-off benefits and eligible bonuses and commissions for some positions.
Why Choose HUB
When you choose HUB youre choosing a competitive exciting and friendly work environment that strategically positions you for longevity and offers significant advancement growth and success opportunities. To read more about HUB please visit - About Us - HUB International
About HUB International
Through our dedication to excellence and innovation we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide! Were not just an insurance broker we bring clarity to a changing world with tailored solutions and unrelenting advocacy.
If youre interested in learning how you can grow your career at HUB visit our Careers Page to explore our opportunities.
HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process please let us know and we will work with you to ensure a fair and equitable experience.
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Department Office Administration & ClericalRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
