General Job Description

Hub International is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This is your chance to join a financial services firm that is focused on forming great relationships with clients, providing great service and offering professional solutions. Hub International is rapidly expanding and requires this position to help service our current and new clients coming onboard.

POSITION DETAILS FOR THE JOB LISTING

Responsibilities

We are looking for a highly professional, energetic, and organized individual with excellent interpersonal communication skills. The candidate must have the ability to multi-task and prioritize in a fast-paced environment. This position will service an existing book of business and will be charged with developing new business.

• Respond to and track new referrals from existing Hub subsidiaries

• Responsible for conducting insurance reviews for existing relationships

• Develop campaigns that result in new insurance contracts (life, DI, LTC, executive benefits, etc.)

• Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

• Work with clients to deliver risk management strategies that fit their risk profiles

• Answer client calls and service requests in a timely manner

• Complete, submit and follow up on client applications

• Identify cross-selling opportunities to other lines of business within the company

• Report the progress of monthly/quarterly initiatives to stakeholders

• Maintain CRM database with clients and prospect

• Keep up with continuing education and ever changing industry standards

Qualifications

• 2 years of relevant industry experience preferred

• Current Florida 2-14/15 Life and Variable annuity license

• Estate planning and case design experienced preferred

• Knowledge of Microsoft Office applications

• Bachelor’s degree in related field preferred

• Excellent communication and organizational skills

The Skills we are hiring for:

• Strong customer service skills on the phone and face-to-face

• Passion for people, developing relationships

• Goal-oriented with a focus on achieving sales success

• Excellent time management and organizational skills

Benefits

• Competitive compensation based on experience and ability to contribute to the firm

• Salary Commission structure

• 401(k) match with Safe Harbor

• Profit Sharing Plan

• Paid Time Off

• All major holidays off

• Employer paid Health, Dental and AD&D Insurance

• Group voluntary Vision, Life and Disability Insurance

Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.