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Sales Support Representative (Contract)

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

• Strong customer service skills

• 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

• Advancement opportunities

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

• Learn more about HUB’s Culture & Value Here!

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 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 Careers Page to explore our opportunities.

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Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.