Job Description
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 tools and resources to help their business succeed.
Locations: Woodbridge, ON; Vancouver, BC; Calgary, AB; Winnipeg, MB; Montreal, QC.
About the Role
- Process advisor Buy/Sell agreements on block transfers and Reassignments to ensure full servicing and commission changes reflecting the advisor and MGA changes.
- Establish and maintain strong working relationships with insurance companies and partner with them to facilitate timely processing of transfer requests.
- Maintain accurate and up-to-date broker and block transfer information in WealthServ.
- Follow up consistently with carriers to ensure transfer requests are completed within the required timelines.
- Obtain client listings from ...