Insurance Planning Specialist at HUB

Join HUB International as an Insurance Planning Specialist in Vancouver, utilizing your skills in wealth management and client relationships. This hybrid role focuses on financial planning and risk management.
With full-time hours, this position demands a proactive approach to client communication and aims to expand HUB’s established book of business. Utilize your in-depth knowledge of financial products to offer tailored advice and strategies for a diverse client base. Be a pivotal part of our commitment to client empowerment.
Key Responsibilities:
• Initiate proactive communication with clients
• Offer comprehensive financial planning services
• Analyze and tailor plans based on client needs
• Complete compliance-driven insurance and investment applications
• Identify areas for potential portfolio growth
Requirements:
• Certified Life Insurance Agent specializing in financial products
• Mutual Fund license required
• In-depth knowledge of annuities an...

Ready to Apply?

Submit your application today and join our talented team at HUB International.

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