Advance your career as a Block Transfer Specialist in a hybrid mode with HUB Financial. You'll manage crucial advisor transfers and ensure accuracy in client servicing and commission changes.

As part of HUB Financial, a major player under HUB International, you will handle the crucial task of managing advisor block transfers. This role emphasizes strong relationship management between brokers and insurance carriers to facilitate seamless workflows and documentation. Your contributions will support ongoing projects within the Contracting and Transfer team.

Key Responsibilities:
• Process advisor Buy/Sell block transfers efficiently
• Collaborate with insurance companies for swift processing
• Keep broker transfer records updated in WealthServ




• Ensure timely follow-ups with carriers about transfers
• Resolve discrepancies through thorough investigations

Requirements:
• 1-2 years of experience in financial services
• Strong organizational and attention to detail
• Capable of managing competing priorities
• Excellent written and verbal communication skills
• Familiarity with WealthServ or APEXA preferred

Drive successful block transfers and enhance client satisfaction at HUB Financial.
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📌 HUB Financial Block Transfer Specialist (Manitoba)
🏢 HUB International
📍 Manitoba