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Insurance Service Advisor
2 months ago
We are seeking a highly skilled Insurance Service Advisor to join our team at Scotiabank. As a key member of our organization, you will be responsible for providing exceptional support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region.
Key Responsibilities- Act as the primary point of contact for licensed advisors in the region, providing training and support on in-force policy management activities.
- Proactively review in-force permanent life insurance policies to identify potential issues and collaborate with advisors and SWIS colleagues to address them.
- Take on Agent of Record for orphaned policies and triage requests for licensed advisors to take over as Agent of Record.
- Identify opportunities to introduce Insurance Consultants into in-force policies where there may be new business potential.
- Minimum of 3-5 years' experience within the life insurance industry, coupled with a University degree (or equivalent education).
- LLQP is a requirement, with the Certified Financial Planner (CFP) and/or Certified Life Underwriter (CLU) designations being an asset.
- Experience working with permanent life insurance and knowledge of insurance carrier illustrations, software, and advisor portals is essential.
- Knowledge of estate planning uses for life insurance, including corporate owned life insurance strategies, is also essential.
As a valued member of our team, you will have the opportunity to work in a dynamic and inclusive environment, with a focus on customer satisfaction and excellence. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
Pursuant to a language needs assessment, the successful candidate will be required to be able to communicate in English in addition to French, as they will be working closely with other groups from head office who operate primarily in English, reporting to a manager from head office who is an English speaker, and/or serving English-speaking clientele frequently.
