Insurance Sales Associate - Scotiabank, Vancouver

About the role

This position at Scotiabank 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 support across several different ICs at different points in time.

Day-to-day

The role involves supporting IC prospecting, sales processes, quality assurance, business development, and in-force policies.

• Supports IC prospecting and pipeline management activities, including ensuring opportunities are captured in the Agency Management System, following up with advisors, and providing reporting.
• Liaises with the planning team and Total Wealth Managers to ensure they have data required to incorporate insurance into planning and total wealth proposals.
• Runs illustrations, packages sales presentations, and shares content, updates, and key messages with advisors.
• Supports the IC sales process by preparing new business documentation, pre-filling documents, and completing insurance applications with clients where needed.
• Liaises with SWIS case coordinators, advisors, and clients during underwriting, handles escalations with underwriters, provides updates, and prepares policy delivery packages.
• Provides quality assurance support to ensure new business is submitted in good order, documentation is accurate and on time, and regulatory requirements are met.
• Facilitates business development and advisor education opportunities by assisting with seminars, webinars, and educational sessions.
• Supports ICs in managing in-force policies where they are Agent of Record, including policy analysis and requesting in-force illustrations.
• Provides administrative support to ICs as needed, including digital processing, managing mail, triaging emails and calls, and coordinating meetings and travel.

Who we're looking for

Candidates must possess the right educational background, technical skills, and language capabilities to support senior insurance consultants and relationship managers across business lines.

• University degree or equivalent.
• Strong analytical skills and proficiency with Excel and PowerPoint.
• Fluency in both English and Mandarin (written and spoken) is required.
• Fluency in Cantonese is considered an asset.
• LLQP would be a strong asset.
• Knowledge of the insurance and/or wealth management industry.
• Industry accreditation such as an insurance license, CSC, CFP, PFP, CLU, or other would be an asset.

Compensation and perks

Scotiabank is committed to investing in employees and helping them continue their careers. An Employee Referral Program is available with a potential reward of $1,000.00.