Senior Insurance Consultant
1 month ago
Requisition ID: 201068
Scotiabank is seeking a highly skilled Insurance Consultant and Sales Specialist to drive life insurance revenue in support of smaller sales opportunities, particularly lifestyle protection solutions – term insurance, disability insurance, critical illness, and immediate annuities – within their assigned region.
Purpose
This position is responsible for leading the end-to-end insurance sales process on lifestyle protection solutions and select permanent insurance opportunities. The incumbent will work with advisors across all business lines to raise awareness of these important solutions, as well as partner with 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.
Accountabilities
- Leads the end-to-end insurance sales process on lifestyle protection solutions and select permanent insurance opportunities, including 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.
- Builds and maintains strong relationships throughout the region with advisors and other Client Solutions specialists, 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, 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.
- Understands 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 / 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
-
Senior Insurance Consultant
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRequisition ID: 201068This role is responsible for driving life insurance revenue in support of 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...
-
Senior Risk Services Consultant
1 month ago
Vancouver, British Columbia, Canada Wawanesa Insurance Full timeJob OverviewThe Senior Risk Services Consultant plays a vital role in Wawanesa's goal of delivering meaningful loss prevention advice to Members, while gathering and reporting detailed field-level information on insured buildings, hazards, and operations. This is an outbound, Member-facing role that requires regular field and overnight travel.Key...
-
Risk Management Consultant
3 weeks ago
Vancouver, British Columbia, Canada Wawanesa Insurance Full timeJob Overview:The Senior Risk Services Consultant will contribute to Wawanesa's goal of delivering meaningful loss prevention advice to Members, while gathering and reporting detailed field-level information on insured buildings, hazards, and operations.Key Responsibilities:Conduct onsite risk assessment consultations with Wawanesa Members and prospects in...
-
Senior Insurance Advisor
2 weeks ago
Vancouver, British Columbia, Canada Bay City Insurance Services Ltd. Full timeAbout Bay City Insurance Services Ltd.Bay City Insurance Services Ltd. is a reputable insurance company seeking an experienced and skilled Senior Insurance Advisor to join our team.Job SummaryWe are looking for a highly motivated and customer-focused individual to handle various aspects of insurance services, including assessing client markets, calculating...
-
Insurance Sales Consultant
2 weeks ago
Vancouver, British Columbia, Canada American Family Insurance Full timeAbout American Family InsuranceWe are a leading insurance provider with deep community roots, committed to delivering exceptional service and fostering positive relationships with our clients.
-
Senior Software Developer
1 week ago
Vancouver, British Columbia, Canada Family Insurance Solutions Full timeJob OverviewFamily Insurance Solutions is a leading Canadian property and casualty insurance company committed to delivering exceptional experiences for our customers, broker partners, employees, and communities. We're dedicated to innovation and high performance, empowering our talented team with the tools they need to excel in their roles.We value a...
-
Senior Insurance Consultant
2 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeDrive life insurance revenue growth by supporting smaller sales opportunities, particularly lifestyle protection solutions, within a designated region. Key Responsibilities Lead the end-to-end insurance sales process for lifestyle protection solutions and select permanent insurance opportunities, including providing quotes, meeting with clients and...
-
Insurance Sales Professional
1 week ago
Vancouver, British Columbia, Canada American Family Insurance Full timeAmerican Family Insurance is a leading insurance provider with deep community roots, committed to delivering exceptional service while fostering positive relationships with our clients. This role offers an exciting opportunity to make a meaningful impact in the lives of individuals and families.Environment: You will be joining a small office in Downtown...
-
Insurance Sales Professional
4 weeks ago
Vancouver, British Columbia, Canada American Family Insurance Full timeAmerican Family Insurance is seeking a skilled Insurance Sales Specialist to join our team in Vancouver, Washington. As a leading insurance provider, we are committed to delivering exceptional service and fostering positive relationships with our clients. In this role, you will play a crucial part in helping individuals and families protect what matters most...
-
Insurance Sales Professional
1 month ago
Vancouver, British Columbia, Canada American Family Insurance Full timeAmerican Family Insurance is seeking a skilled Insurance Sales Specialist to join our team in Vancouver, Washington. As a leading insurance provider, we are committed to delivering exceptional service and fostering positive relationships with our clients. In this role, you will play a pivotal part in helping individuals and families protect what matters most...
-
Senior Benefits Consultant
2 weeks ago
Vancouver, British Columbia, Canada Ellement Consulting Full timeAbout Ellement Consulting GroupWe are a privately-owned actuarial consulting firm established in 1996. Our expertise spans actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs across Canada.Job Title: Senior Benefits ConsultantSalary and BenefitsThe successful candidate will receive an...
-
Senior Mortgage Consultant
1 week ago
Vancouver, British Columbia, Canada VERICO Full timeEmpowering Mortgage ProfessionalsWe are seeking experienced mortgage brokers to join our team at VERICO, a dynamic and fast-paced environment where you can thrive as a Senior Mortgage Consultant.About the Role:Engage with clients to understand their unique financial needs and goals.Analyze financial statements to assess client eligibility for various...
-
Insurance Claims Specialist
4 weeks ago
Vancouver, British Columbia, Canada Auto-Owners Insurance Full timeJob SummaryAuto-Owners Insurance is seeking a motivated individual to fill the role of Insurance Claims Specialist. The successful candidate will be responsible for investigating and resolving claims in a timely and accurate manner.Key ResponsibilitiesInvestigate and assemble facts related to insurance claimsDetermine policy coverage and evaluate the amount...
-
Senior Risk Consultant
4 weeks ago
Vancouver, British Columbia, Canada Aon Hewitt Full timeSenior Risk ConsultantAs a key member of Aon's Commercial Risk team, you will play a critical role in empowering our clients' success by delivering innovative and effective solutions. Your expertise will be essential in helping us navigate complex risk landscapes and develop tailored strategies to mitigate potential threats.Key Responsibilities:Collaborate...
-
Senior Advertising Consultant
1 week ago
Vancouver, British Columbia, Canada Immigration Management, SI-WON Full timeJob Summary:We are seeking an experienced Senior Advertising Consultant to join our team at Immigration Management, SI-WON. In this role, you will be responsible for advising clients on advertising or sales promotion strategies.About the Role:This is a permanent position requiring 30 hours of work per week. The ideal candidate should have excellent oral and...
-
Senior Cost Consultant
1 month ago
Vancouver, British Columbia, Canada Turner & Townsend Group Full timeSenior Cost ConsultantTurner & Townsend Group is seeking an experienced Senior Cost Consultant to join our team. As a Senior Cost Consultant, you will be responsible for preparing loan monitoring reports, interfacing with clients and consultants, and conducting research on construction market conditions.Key Responsibilities:Preparing loan monitoring...
-
Benefits Representative
2 weeks ago
Vancouver, British Columbia, Canada Hub International Insurance Brokers Full timeAbout Hub International Insurance BrokersHub International Insurance Brokers is a leading insurance brokerage firm, continuously growing and seeking individuals with an entrepreneurial mindset to join our team. As BC's largest insurance broker, we offer stability, career development opportunities, and a strong teamwork environment.Estimated Salary: $55,000 -...
-
Senior Consultant
4 weeks ago
Vancouver, British Columbia, Canada KPMG Canada Full timeJob Title: Senior ConsultantAbout the Role:We are seeking a Senior Consultant to join our Technology Risk Services (TRS) team in Vancouver. As a Senior Consultant, you will assist in developing and executing IT audit and advisory engagement work plans, contribute to multiple client engagements, and document and assess governance, risks, and controls related...
-
Actuarial Consultant/Senior Actuarial Consultant
4 weeks ago
Vancouver, British Columbia, Canada Aon Full timeSenior Consultant Role in Retirement ConsultingAs a Senior Consultant in Retirement Consulting, you will have the opportunity to contribute to Aon's success while leading client relationships for small to medium-sized accounts, providing strong support to senior leaders on large clients, and working through larger, more complex projects with less...
-
Senior Care Coordinator
2 weeks ago
Vancouver, British Columbia, Canada Sunrise Senior Living Full timeJob OverviewWe are seeking a dedicated and compassionate Senior Care Coordinator to join our team at Sunrise Senior Living. As a vital member of our care staff, you will play a crucial role in providing exceptional care and services to our residents.About the RoleAs a Senior Care Coordinator, you will be responsible for providing high-quality care and...