Wealth Management & Insurance Planning Speclialist

Hub Financial

Vancouver, BC, Canada
Base: $55,000–$60,000; bonus/equity: variable comm...
Hybrid
Certified life insurance agent with llqp
In-depth knowledge of segregated funds
Experience in financial planning and investments
The role involves designing tailored insurance and investment solutions for new and existing clients to make a meaningful difference in their lives

Job Summary

  • The role involves designing tailored insurance and investment solutions for new and existing clients to make a meaningful difference in their lives.
  • Candidates will engage in proactive, personalized outreach to convert leads while delivering an exceptional client experience.
  • The company offers competitive compensation with incentives, bonuses, and comprehensive benefits including company-matched RRSPs.

Matching Summary

The role involves designing tailored insurance and investment solutions for new and existing clients to make a meaningful difference in their lives.

Salary

Base: $55,000–$60,000; Bonus/Equity: Variable commission and performance-based earnings; Benefits: Extended health, disability, RRSP matching, paid time off

Skills & Requirements

Must-have

  • Certified Life Insurance Agent with LLQP
  • In-depth knowledge of segregated funds
  • Experience in financial planning and investments
  • Proficiency with MS Office and CRM software

Nice-to-have

  • Positive attitude and approachable demeanor
  • Strong written and oral communication skills
  • Ability to foster lasting client relationships

Key Requirements

  • Completion of LLQP certification
  • 2-5 years of relevant experience
  • Knowledge of annuities and life insurance products

Work Rights

Not specified

Tailored Resume

Cover Letter