At a Glance
- Tasks: Manage advisor block transfers and coordinate with brokers and insurance carriers.
- Company: Join Hub Financial, a leader in supporting independent advisors.
- Benefits: Flexible hybrid work model, competitive salary, and growth opportunities.
- Other info: Dynamic role with opportunities for professional development.
- Why this job: Make a difference in the financial industry while honing your skills.
- Qualifications: 1-2 years of relevant experience and strong attention to detail.
The predicted salary is between 41850 - 51150 $ per year.
Manage advisor block transfers for Hub Financial in a hybrid Transfer Specialist role, using Wealth Serv, insurance knowledge, and careful documentation.
Hub Financial, a division of HUB International, supports independent advisors across life insurance, investments, and wealth management.
This Transfer Specialist role manages servicing and commissionable broker changes while coordinating with brokers and insurance carriers.
The work includes transfer documentation, records, investigations, discrepancy resolution, and project participation.
Key Responsibilities
- Process Buy/Sell agreements for advisor block transfers and reassignments
- Coordinate transfer requests with insurance companies and brokers
- Maintain broker and block transfer records in Wealth Serv
- Follow up with carriers against required processing timelines
- Investigate discrepancies and obtain client listings as required
Requirements
- One to two years of relevant experience
- Strong attention to detail and commitment to data accuracy
- Ability to manage priorities and follow through consistently
- Effective written and verbal communication skills
- Intermediate Microsoft Word, Excel, and meeting-platform knowledge
Apply transfer coordination, Wealth Serv expertise, and insurance operations knowledge supporting accurate advisor and client policy updates.
Hybrid Insurance Transfer Specialist in Vaughan employer: 019984 Hub Financial Inc.
019984 Hub Financial Inc. offers a dynamic work environment that empowers independent financial advisors with the tools and resources they need to succeed. The company emphasizes strong relationships between brokers and insurance carriers, fostering collaboration and effective communication. Employees benefit from opportunities for professional growth and development in the financial services sector.
