Sales Support Representative

Horan Securities, Inc.; Vancouver; Hybrid; CAD 45,000 - 50,000; Full time

Job summary

A leading company in financial services is seeking a Sales Support Representative in Vancouver. This hybrid role involves supporting retail advisors by managing client communications and handling administrative tasks. Ideal candidates will be organized and have a background in insurance and financial services. Competitive compensation and personalized benefits package offered.

Benefits

Competitive Compensation with incentives and bonuses

Flexible work arrangements

Personalized benefits package

Training and development programs

Discounts on events and personal insurance

Qualifications

• Experience in insurance and financial services preferred.
• Knowledge of life insurance, mutual funds, and segregated fund products is essential.
• Capable of managing diverse responsibilities with a results-driven mindset.

Responsibilities

• Manage client communications and coordinate meetings.
• Prepare and distribute documentation for client interactions.
• Follow up on sales opportunities and maintain client relationships.

Skills

Customer service orientation

Organizational skills

Communication skills

Education

Post-secondary education (college diploma or equivalent)

Tools

Microsoft Office

Job description

Sales Support Representative (Hybrid)

HUB Financial - Vancouver

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 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 You’ll 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 You’ll 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.

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.

Compensation

The expected salary range for this position is $45,000 to $50,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s 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, 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

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited 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 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 Required

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