Manage advisor block transfers for Hub Financial in a hybrid Transfer Specialist role, using WealthServ, 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 WealthServ
- 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, WealthServ expertise, and insurance operations knowledge supporting accurate advisor and client policy updates.
Hybrid Insurance Transfer Specialist in Vaughan employer: HUB International
HUB International is an exceptional employer that prioritizes employee growth and satisfaction, making it an ideal place for the Vice President of Sales Focused on Client Solutions. With a supportive and vibrant work culture, employees are encouraged to innovate and collaborate, ensuring both personal and professional development. Located in a dynamic industry, HUB offers unique opportunities for leadership and strategic impact, fostering a sense of purpose and community among its team members.
