Scotiabank
Insurance Sales Associate in Vancouver
Job Description
Elevate your career as an Insurance Sales Associate in Vancouver, BC with Scotiabank. Support Insurance Consultants in driving business and enhancing advisor engagement in a collaborative setting.
This key role focuses on providing critical support to Senior Insurance Consultants and Insurance Consultants at Scotiabank. You will be involved in prospecting, managing sales documentation, and facilitating educational opportunities. Your contributions will ensure efficient business operations and deepen client relationships within the wealth management space.
Key Responsibilities:
• Support IC prospecting and pipeline management activities
• Prepare necessary documentation for client meetings
• Liaise with advisors during underwriting and application processes
• Organize promotional seminars and educational sessions
• Manage in-force policies and provide administrative support
Requirements:
• Strong analytical skills with Excel & PowerPoint proficiency
• Relev...
This key role focuses on providing critical support to Senior Insurance Consultants and Insurance Consultants at Scotiabank. You will be involved in prospecting, managing sales documentation, and facilitating educational opportunities. Your contributions will ensure efficient business operations and deepen client relationships within the wealth management space.
Key Responsibilities:
• Support IC prospecting and pipeline management activities
• Prepare necessary documentation for client meetings
• Liaise with advisors during underwriting and application processes
• Organize promotional seminars and educational sessions
• Manage in-force policies and provide administrative support
Requirements:
• Strong analytical skills with Excel & PowerPoint proficiency
• Relev...