Insurance Planning Specialist

Hub International; Vaughan; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player seeks an Insurance Planning Specialist to join their dynamic team. This role focuses on delivering personalized life insurance solutions while leveraging robust lead generation programs. You'll educate clients about the benefits of life insurance and ensure compliance with regulatory standards. Enjoy a flexible work environment, competitive compensation, and opportunities for career growth and development. Join a company that values diversity and innovation, and make a significant impact on clients' financial futures.

Benefits

Competitive Compensation

Flexible Work Arrangements

Personalized Benefits Package

Career Growth Opportunities

Exclusive Discounts

Qualifications

• Certified Life Insurance Agent with in-depth knowledge of products.
• Strong customer service skills and clear communication abilities.

Responsibilities

• Deliver personalized life insurance solutions tailored to client needs.
• Act as a trusted advisor for insurance-related inquiries.

Skills

Life Insurance Knowledge

Customer Service

Communication Skills

MS Office Proficiency

CRM Software

Education

Associate Degree

Certified Life Insurance Agent (LLQP)

Tools

CRM Software

MS Office

Job description

Insurance Planning Specialist (Hybrid)

Hub Financial - Woodbridge, ON

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 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 Insurance Planning Specialist, you will focus on leveraging HUB's robust lead generation programs. This is a net new position where you’ll hit the ground running with a list of active opportunities. Your primary responsibility will be to sell life insurance policies, with opportunities to expand into investment solutions and build a book of business over time.

What You’ll Do

• Deliver personalized life insurance solutions tailored to meet clients’ needs and goals.

• Act as a trusted advisor and the primary point of contact for insurance-related inquiries.

• Educate clients about the benefits of life insurance, and related protection solutions.

• Proactively follow up on leads, converting opportunities into sales while ensuring client satisfaction

• Collaborate with internal resources to maximize lead flow and align with sales goals.

• Conduct client meetings to understand their insurance needs and present customized solutions

• Process and complete life insurance applications accurately and efficiently.

• Ensure all insurance transactions comply with regulatory standards and maintain proper documentation.

• Stay updated on the latest insurance products, market trends, and industry regulations.

• Participate in training and development opportunities provided by HUB to enhance insurance expertise.

• Transition insurance clients into ongoing relationships, ensuring they remain informed about available options and updates.

What You’ll Need for Success

• Certified Life Insurance Agent (completion of LLQP)

• In-depth knowledge of life insurance products

• 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.

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.

Why Choose HUB?

When you choose HUB, you're 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 (https://www.hubinternational.com/en-CA/about-us/)

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited (http://www.hubinternational.com/) 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 19,000 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 Careers Page (https://careers.hubinternational.com/us/en) 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 Sales

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)