Base: $45,000 to $50,000; bonus/equity: incentives...
Hybrid
Process advisor buy/sell agreements on block transfers
Maintain accurate broker information in wealthserv
Resolve discrepancies through thorough investigation
Hub Financial is seeking a Transfer Specialist for a hybrid role, responsible for managing advisor block transfers and maintaining accurate records between brokers and insurance carriers. Ideal candidates should possess strong attention to detail, effective communication skills, and experience in financial services or insurance
Job Summary
The role serves as a key liaison between brokers and insurance carriers to facilitate smooth transfer workflows for independent financial advisors.
Candidates will be responsible for preparing and submitting transfer documentation while ensuring client policies reflect accurate servicing and commission changes.
The company offers competitive compensation with incentives, bonuses, and a comprehensive benefits package including RRSP matching and tuition reimbursement.
Matching Summary
Match Score: 85
Hub Financial is seeking a Transfer Specialist for a hybrid role, responsible for managing advisor block transfers and maintaining accurate records between brokers and insurance carriers. Ideal candidates should possess strong attention to detail, effective communication skills, and experience in financial services or insurance.
Salary
Base: $45,000 to $50,000; Bonus/Equity: Incentives and bonuses available; Benefits: Extended health, disability, RRSP matching, paid time off
Skills & Requirements
Must-have
Process advisor Buy/Sell agreements on block transfers
Maintain accurate broker information in WealthServ
Resolve discrepancies through thorough investigation
Nice-to-have
Positive attitude with desire to help others
Experience using APEXA and WealthServ platforms
Intermediate knowledge of MS Word and Excel
Key Requirements
1-2 years of relevant experience
Experience in financial services or MGA operations
Strong attention to detail with data accuracy commitment