Sales Support Representative

019984 Hub Financial Inc.; London; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading financial services firm is seeking a Sales Support Representative for a 1-year contract in London, Ontario. This role focuses on client engagement, portfolio management, and providing exceptional service. Ideal candidates will have strong communication skills and a proactive approach to client relationships. Join a company that values professional growth and community involvement.

Benefits

Career-related training and development

Flexible scheduling and hours

Mental and physical wellness initiatives

Qualifications

• 1-3 years of administrative experience.
• Eager to learn and grow within HUB.
• Knowledge of Mutual Funds and Life Insurance products is an asset.

Responsibilities

• Follow up on leads and opportunities from client calls and emails.
• Review clients’ insurance and investment portfolios.
• Manage client service inquiries and facilitate transactions.

Skills

Communication

Relationship Building

Client Service

Education

High school or equivalent

Tools

MS Office

CRM

Planning Software

Job description

At HUB Financial, we pride ourselves on fostering an environment dedicated to professional growth and client-centric values. As part of the HUB International family, we specialize in offering tailored financial and insurance solutions, empowering our clients to achieve their long-term goals. Our commitment to excellence extends beyond delivering top-tier insurance products – it encompasses a culture that values collaboration, innovation, and continuous learning.

The Opportunity :

As a Sales Support Representative for a 1-year contract in our London office. This role involves collaborating with our HUB advisors to foster client growth and retention. You will engage with clients through calls and emails, review their insurance and investment portfolios, and prepare essential information for meetings. Additionally, you will 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’ insurance and investment 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

Stay up-to-date with industry trends, financial products, and regulatory changes

Who you are :

1-3 years of administrative experience

Clear written and oral communication skills; able to express concepts clearly and concisely

Positive attitude, approachable, and engaging

Eager to learn and grow within HUB

Ability to build relationships and network within the insurance / investment industry

Experience in using MS Office, CRM, and planning software(s)

Knowledge of Mutual Funds, Segregated Fund, and Life Insurance products is an asset

LLQP & Mutual Fund License are both considered an asset

We are Proud to Offer :

Career-related training and development

We promote work-life balance through flexible scheduling and hours

Mental and physical wellness initiatives

HUB Cares : we are a company that gives back and is active in the community

Learn more about HUB’s Culture & Value

About HUB International :

Headquartered in Chicago, Illinois, 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 to explore our opportunities.

LI-EM

Department Office Administration & ClericalRequired Experience : 1-2 years of relevant experienceRequired Travel : No Travel RequiredRequired Education : High school or equivalent