Senior Insurance Consultant

2 weeks ago


Vancouver, British Columbia, Canada Scotiabank Full time

Drive 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 advisors, and delivering policies.
  • Build and maintain strong relationships with advisors and Client Solutions specialists in the region, driving the integration of lifestyle protection solutions into total wealth planning.
  • Provide back-up support to peers in other regions as needed, and collaborate with SWIS colleagues to drive advisor and client engagement on insurance overall.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Understand how Scotiabank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of insurance sales processes in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
  • Requirements
    • Life Insurance Licensing
    • Extensive knowledge of the life insurance industry
    • 5+ years of insurance industry experience, including sales
    • CFP or CLU or willingness to pursue them; CSC


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