Manage advisor block transfers for Hub Financial in a hybrid Transfer Specialist role, using WealthServ, insurance knowledge, and careful documentation.

Hub Financial, a division of HUB International, supports independent advisors across life insurance, investments, and wealth management. This Transfer Specialist role manages servicing and commissionable broker changes while coordinating with brokers and insurance carriers. The work includes transfer documentation, records, investigations, discrepancy resolution, and project participation.

Key Responsibilities:
Process Buy/Sell agreements for advisor block transfers and reassignments
Coordinate transfer requests with insurance companies and brokers
Maintain broker and block transfer records in WealthServ




Follow up with carriers against required processing timelines
Investigate discrepancies and obtain client listings as required

Requirements:
One to two years of relevant experience
Robust attention to detail and commitment to data accuracy
Ability to manage priorities and follow through consistently
Effective written and verbal communication skills
Intermediate Microsoft Word, Excel, and meeting-platform knowledge

Apply transfer coordination, WealthServ expertise, and insurance operations knowledge supporting accurate advisor and client policy updates.

📌 Hybrid Insurance Transfer Specialist Vaughan (Canada)
🏢 HUB International
📍 Canada