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Insurance Sales Associate

4 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 181383

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Position: Insurance Sales Associate, SWM**

**Purpose**

The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a variety of functions towards that end, mostly dedicated to a particular IC but working as part of a team that may require his/her support across several different ICs at different points in time.

**Accountabilities**
- Supports IC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked in our Agency Management System; following up with advisors on the status of leads and next steps; providing reporting and/or directing leaders and advisors towards reporting around leads; liaising with the planning team and Total Wealth Managers to ensure they have whatever data they require to incorporate insurance into planning and total wealth proposals; running illustrations and packaging up sales presentations; and sharing content, updates, and key messages with advisors.
- Facilitates business development and advisor education opportunities. This includes assisting with promotional seminars/webinars - organizing, registering participants, managing logistics, liaising with presenters, sending out CE certificates, etc.; collaborating with carriers to organize educational sessions; and directing advisors to available resources (internal content, carrier content, CE opportunities and tracking, etc.)
- Supports ICs in managing in-force policies where they are Agent of Record. This includes reviewing statements and notices as they are sent to the ICs and flagging any policies that require attention; undertaking policy analysis; requesting in-force illustrations; and providing any necessary paperwork to ICs in order to make any policy changes.
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high-performance environment and contributes to an inclusive work environment.

**Dimensions**

Supporting approx. 40 Sr. ICs and ICs along with other Scotia Wealth Management field staff, which includes over 70 specialist professionals and over 800 relationship managers across the business lines

**Education / Experience / Other Information**
- Strong analytical skills and proficiency with Excel & PowerPoint
- University degree or equivalent
- Knowledge of the insurance and/or wealth management industry
- Industry accreditation (insurance license, CSC, CFP, PFP, CLU, other) would be an asset

**Working Conditions**

Work in a standard office-based environment; non-standard hours are a common occurrence. Limited travel domestically may be required.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.