Take on a pivotal role as a Transfer Specialist in a hybrid setting with HUB Financial. Your expertise will streamline advisor block transfers while ensuring precision in client policy updates.

HUB Financial, part of HUB International, is seeking a Transfer Specialist to facilitate the transfer of advisor blocks. In this critical role, you'll manage servicing and commission changes while nurturing relationships with brokers and insurance carriers. You will support the Contracting and Transfer team on strategic projects, contributing to operational excellence.

Key Responsibilities:
• Process Buy/Sell agreements for block transfers
• Establish relationships with insurance partners for timely requests




• Maintain accurate broker information within WealthServ
• Follow up with carriers for status on transfers
• Prepare and submit necessary transfer documentation

Requirements:
• 1-2 years of relevant experience
• Solid attention to detail and data accuracy
• Proven multitasking and commitment skills
• Effective communication and interpersonal abilities
• Knowledge of APEXA and WealthServ is an asset

Enhance your career by driving successful advisor transfers and client service at HUB Financial.
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📌 Transfer Specialist at HUB Financial (Manitoba)
🏢 HUB International
📍 Manitoba