Insurance Compliance Advisor at HUB Financial

Step into the role of Insurance Compliance Advisor at HUB Financial in Woodbridge, fully embracing a hybrid model. This pivotal role focuses on monitoring advisor compliance and ensuring adherence to industry standards.

You will oversee the compliance processes for insurance brokers, conducting audits and preparing reports. Your background in life insurance administration will be essential for identifying compliance issues, performing data analysis, and managing projects effectively. This role demands excellent communication skills and a strong understanding of regulatory standards.

Key Responsibilities:

• Monitor and ensure advisor suitability and compliance

• Prepare data reports for compliance audits

• Conduct regular compliance audits and reviews

• Collaborate with other departments on compliance issues

• Manage various project management tasks as assigned

Requirements:

• Minimum three years in life insurance administration

• Strong grasp of compliance regulations

• Proficiency in Microsoft Office applications

• Experience with Wealth Serv or APEXA preferred

• Highly organized and detail-oriented

Leverage your compliance, auditing, and project management skills to excel as part of HUB Financial's dynamic team.