Insurance Consultant

1 week ago

Montréal, Canada Scotiabank Full time

Requisition ID: 145899

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

**_
Purpose_**

This position is responsible for driving life insurance revenue in support smaller sales opportunities, particularly lifestyle protection solutions - term insurance, disability insurance, critical illness, and immediate annuities - within their assigned region. The incumbent will work with advisors across all business lines to raise awareness of these important solutions, as well as partner with the Senior Insurance Consultants who also support those advisors to ensure that, together, they provide comprehensive sales support in a way that leverages their skills and maximizes their collective efficiency. While the role focuses on lifestyle protection, they also may be called upon to deliver permanent life insurance solutions to less affluent and complex clients.

**_ Accountabilities_**:

- **Leads the end-to-end Insurance sales process on lifestyle protection solutions and select permanent insurance opportunities**. This includes providing quotes and illustrations; meeting with clients and advisors to assess needs; completing documentation required to implement solutions; communicating with advisors and clients throughout the underwriting process; and delivering policies. It also includes ensuring that all business requirements and compliance standards are met or exceeded and that clients receive the optimal solution that is in their best interests.
- **Builds and maintains strong relationships throughout the region with advisors and other Client Solutions specialists**. This includes driving the integration of lifestyle protection solutions into the total wealth planning process and supporting the planners’ ability to position them effectively as part of the plan recommendations.
- **
Provides back-up support to peers in other regions** that may be related to volume spikes, vacations, or availability issues, among other reasons.
- **
Drives and supports business development efforts with the region**. This may include collaborating with SWIS colleagues to drive advisor and client engagement on insurance overall; leading efforts to increase awareness of lifestyle protection needs and solutions, including any special offers; and partnering with ICs around increasing advisor engagement and segmenting efforts in the region.
- 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 his/her 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.

Education and experience
- Life Insurance Licensing
- Extensive knowledge of the life insurance industry
- 5+ years of insurance industry experience, including sales
- Desirables: CFP or CLU or willingness to pursue them; CSC
- Solid understanding of Scotia Wealth Management businesses and roles
- Bilingual in English and French

Location(s): Canada : Quebec : Montreal

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.

  • Operations Technical Consultant

    2 weeks ago

    Montréal, Canada Echelon Insurance Full time

    **About Us**: Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies, and is an equal opportunity employer who offers a professional environment that champions...

  • Consultant, Risk Services

    3 weeks ago

    Montréal, Canada Economical Insurance Full time

    **Consultant, Risk Services - Auto**: Job ID : 5705 Category : Commercial Insurance Brand : Economical Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Montreal, Canada Can a 150-year-old company think outside the box? Count on it. Deep experience is our springboard for innovation, whether that’s in how we work with our broker network,...

  • Commercial Insurance Broker

    1 week ago

    Montréal, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to...

  • Dc Retirement Assistant Consultant

    1 week ago

    Montréal, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to...

  • Client Executive

    1 week ago

    Montréal, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to...

  • Damage Insurance Agent

    4 weeks ago

    Montréal, Canada Square One Insurance Services Full time

    **OUR COMPANY** At Square One, we’re aiming to modernize home insurance so that it better meets the needs of people today, not those from the 1970s or earlier. We’re doing this by eliminating unnecessary complexities built into traditional policies, and by living the following values: - Treat people the right way. - Take ownership and solve problems. -...

  • Financial Service Consultant- Insurance

    1 week ago

    Montréal, QC H2T 3B2, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Consultant, Risk Services

    3 weeks ago

    Montréal, Canada Economical Insurance Full time

    **Consultant, Risk Services**: ID de tâche : 5904 Catégorie : Assurance des entreprises Marque : Economical Permanent/Temporaire : Permanent Temps plein/temps partiel : Temps plein Emplacement : Montreal, Canada- Postuler maintenant- Enregistrer le poste Enregistré **What can you expect in this role?** - Risk Services position to support the writing,...

  • Group Insurance Advisor

    2 weeks ago

    Montréal, Canada BFL Canada Full time

    Job Details Description **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and...

  • Group Insurance Advisor

    2 weeks ago

    Montréal, Canada BFLC Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Consultant, Affinity

    4 weeks ago

    Montréal, Canada WTW Full time

    **Description**: WTW Affinity is a unique practice in the Canadian marketplace that focuses on the development of new insurance solutions, and optimization of existing insurance solutions for Affinity program sponsors. These programs are targeted at large customer or membership bases of clients whose core business is not always insurance (e.g. banks and...

  • Cyber Insurance Broker

    2 weeks ago

    Montréal, Canada BFL CANADA Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Group Insurance Advisor Sme

    3 weeks ago

    Montréal, Canada BFL CANADA Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Claims Technical Consultant Qc

    1 week ago

    Montréal, Canada Echelon Insurance Full time

    **About Us**: Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies and is an equal opportunity employer who offers a professional environment that champions...

  • Group Insurance Advisor Sme

    2 weeks ago

    Montréal, Canada BFL Canada Full time

    Job Details Description **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and...

  • Group Insurance Advisor Sme

    2 weeks ago

    Montréal, Canada BFLC Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Insurance Specialist

    2 weeks ago

    Montréal, Canada Pomerleau Full time

    **_Ready to build your career? We want to hear from you._** As an Insurance Technician on the Insurance and Bonding team, you will be in charge of underwriting with our insurers for our projects. Supporting our work in building large-scale building and infrastructure projects - ranging from $1.5 million to upwards of $1 billion - you will play a key role in...

  • Best Practice Consultant

    2 weeks ago

    Montréal, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Commercial Insurance Broker

    3 weeks ago

    Montréal, Canada BFL CANADA Full time

    **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Commercial Insurance Broker

    2 weeks ago

    Montréal, Canada BFL Canada Full time

    Job Details Description **We offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and...