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About the Role

This role provides SPG Producers with a dedicated resource for sales enablement, prospect intelligence, and partnership support, covering various referral types and cross-sell opportunities. It involves driving sales initiatives, augmenting sales strategy execution, and vetting lead data to allow Producers to focus on relationships and revenue.

Responsibilities

Support and drive corporate and divisional sales initiatives, augmenting Producers in sales strategy execution.
Support cross-sell efforts across SPG Ancillary Benefits, SPG Specialty Benefits, and other SPG divisions.
Act as an extension of Producers, including finalist meeting preparation, scheduling, and summarizing discussions.
Maintain Producer-facing CRM records (Salesforce, Monday.com) and ensure seamless integration with cross-functional teams.
Flag stalled, at-risk, or dead opportunities to Producers and leadership, coordinating CRM updates.
Distribute pipeline and in-force client reporting from CRM sources.
Keep HUB regional engagement status tracking current.
Vet lead data, investigate and consolidate lead information, and develop a quality-driven lead strategy with Producers.
Run CORE checks and other diligence and eligibility steps for prospecting and qualification.
Monitor and interpret intent data to flag prospect activity and surface timely opportunities.
Research sales leads and competitive intelligence, delivering analysis and reporting.
Maintain divisional sales tools for eligibility, pricing, and referral readiness.
Build and maintain sales enablement collateral for Producers, including one-pagers, discovery cards, and toolkits.
Support discovery calls and partner capability summaries for new referral or partnership opportunities.
Support email campaign execution, scheduling, and tracking in partnership with marketing.
Coordinate event and meeting logistics for producer-driven events and carrier meetings.
Manage collaboration and communication between matrix partners on producer-facing initiatives.
Build relationships with internal colleagues and broker and carrier partners.
Support efforts to align and grow through producer coaching and collaboration.
Adhere to best practices and Service Level Agreements (SLAs), implementing continuous improvement initiatives.

Requirements

1-5 years' experience in employee benefits, sales operations, or a related field.
Understanding of HCM and ancillary products (dental, vision, life, disability, and supplemental health).
Comfortable working across CRM and sales enablement tools (Salesforce, Monday.com, and prospecting or intent-data platforms).
Comfortable triaging a large set of data with acute attention to detail and accuracy.
Strong writing and design instincts; comfortable building polished collateral and decks without heavy creative direction.
Thrives in a fast-paced environment and is comfortable with organizational change.
Meticulous attention to detail.
Effective communicator with a proven ability to collaborate cross-functionally.
Self-starter who excels with minimal oversight or direction.
Adaptable and capable of balancing competing priorities across multiple lanes of business.
Strong sense of curiosity and willingness to learn.
Team-oriented mindset.

Skills

Sales enablement
Prospect intelligence
Partnership support
Sales strategy execution
Lead data vetting
CRM management (Salesforce, Monday.com)
Reporting
Data analysis
Content creation
Event logistics
Collaboration
Communication

Location

Remote

Work Type

Remote
Full-time

Experience Level

1-5 years

Education Level

Bachelor's degree or higher (Preferred)

Salary/Compensations

$70,000-$85,000

Benefits

Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time off benefits
Eligible bonuses
Equity (for some positions)
Commissions (for some positions)
Structured training
Licensing support
Ongoing development opportunities
Retirement savings matching
Company-paid life and disability plans
Paid parental leave
Wellbeing program

About the Company

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada.
We operate through locally led teams backed by national expertise, providing the agility of a local partner and the reach of a global organization.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future.
We are creative thinkers and determined doers, guided by values of empathy, adaptability, accountability, and a commitment to one another’s success.
We foster bold ideas, celebrate curiosity, and share knowledge.

Equal Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process.
HUB International Limited participates in E-Verify.