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About the Role
The Director, Advanced Markets provides comprehensive support to Advisors by offering educational resources, advice, coaching, and sales solutions. This role drives new sales growth by assisting advisors in creating Advanced Market cases and equipping brokers with the education and tools needed to move up market.
Responsibilities
- Collaborate with Regional BDMs to promote large case development through presentations.
- Partner with BDMs to identify advisors with Advanced Market potential and guide them to move up market.
- Serve as the primary point of contact for a dedicated group of advisors operating in the Advanced Market space.
- Write blogs and articles.
- Promote ACES activities and tools as required.
- Ensure ACES resources are utilized for revenue-generating activities.
- Coach advisors through the sales process.
- Provide need-based life insurance recommendations on active ACES cases and follow up with advisors.
- Optimize product selection based on identified insurance needs.
- Model client sales presentations based on insurance needs using Excel.
Requirements
- Minimum of 10 years of experience in the life insurance or investment industry.
- Strong sales and new business development planning experience.
- Demonstrated ability to communicate effectively to diverse audiences (written and verbal).
- Ability to work efficiently and effectively with strong time management skills.
- Strong desire to keep up with competition and trends in the life insurance industry.
Skills
- Intimate understanding of the life insurance sales cycle.
- Advanced product and sales concept knowledge.
- Advanced knowledge of Corporate Life Insurance ownership structures.
- Understanding of how life insurance fits in the estate planning process.
Location
- Canada
Work Type
- Hybrid
Experience Level
- 10+ years
Education Level
- Bachelor’s Degree or College Diploma in Business Administration or Commerce
- CFP or CLU Designation
Salary/Compensations
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
Benefits
- Company-matched RRSPs
- Sponsored training and development programs
- Tuition reimbursement opportunities
- Coverage for professional license fees and membership dues
- Discounts on events, travel, accommodations, and personal home & auto insurance
- Extended health benefits
- Disability insurance
- Paid-time-off benefits
- Eligible bonuses
- Commissions for some positions
- Generous paid time off
- Paid parental leave
- Wellbeing program
About the Company
- HUB Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA), specializing in life insurance, investments, and wealth management.
- We provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed.
- Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support designed to streamline business processes and improve client outcomes.
- At Hub Financial, we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.
- Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services.
- With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.
- We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.
Equal Opportunity
- At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives.
- We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work.
- By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
- HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.