At a Glance
- Tasks: Support Insurance Consultants with administration and analytics to drive new business.
- Company: Join Scotiabank, a leader in wealth management and insurance.
- Benefits: Gain valuable experience, competitive pay, and opportunities for growth.
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Make an impact by supporting advisors and clients in the insurance industry.
- Qualifications: University degree, strong analytical skills, and knowledge of insurance preferred.
The predicted salary is between 41850 - 51150 $ per year.
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 Power Point 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: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
