Support Insurance Consultants in Burlington through strong insurance administration and analytical skills while helping drive new business and advisor engagement.
Scotiabank seeks an Insurance Sales Associate supporting Senior Insurance Consultants, Insurance Consultants, and Scotia Wealth Management field staff. You will manage prospecting information, support sales processes, and help maintain accurate insurance records. The position requires collaboration with advisors, clients, carriers, planning teams, and case coordinators.
Key Responsibilities:
- Track prospects, leads, reporting, and pipeline activities
- Prepare applications, presentations, illustrations, and policy delivery packages
- Coordinate underwriting updates and required escalations
- Validate documentation, licensing, disclosures, and regulatory requirements
- Organize seminars, webinars, and advisor education sessions
Requirements:
- University degree or equivalent
- Strong analytical skills with Excel and PowerPoint proficiency
- Knowledge of insurance or wealth management industry
- LLQP would be a strong asset
- Insurance license, CSC, CFP, PFP, or CLU is an asset
Use insurance support, quality assurance, and advisor collaboration skills to advance Scotiabank's Burlington wealth management activities.
Insurance Sales Support Associate in Burlington employer: Scotia
Scotiabank is committed to fostering an inclusive and high-performing culture, providing employees with opportunities for professional growth and development. The company emphasizes a purpose-driven approach, focusing on innovation in payments technology and ensuring customer interests are protected. Employees can expect to work in a dynamic environment that encourages collaboration and value-driven delivery.
