Insurance Consultant Support Role

Position: Insurance Consultant Support Role at Scotiabank
Step into a pivotal role as an Insurance Sales Associate at Scotiabank in Vancouver, British Columbia. Provide vital support to Insurance Consultants as they drive business initiatives and client engagement.

This position requires you to assist in pipeline management and streamline documentation processes for potential clients. You will coordinate closely with various teams to maintain compliance standards, facilitate seminars, and support promotional activities. Your input improves overall operational excellence.

Key Responsibilities:

• Aid ICs with prospecting and client follow-ups

• Ensure all business documentation is complete and timely

• Organize educational seminars and report insights

• Assist with obtaining necessary documentation for underwriting

• Support ongoing policy management and updates

Requirements:

• Degree or equivalent education is required

• Strong analytical skills with Excel and Power Point

• Familiarity with the insurance and wealth management sectors

• LLQP designation preferred

• Bilingual in English and Mandarin mandatory

Support Scotiabank's mission of excellence as you enhance advisor effectiveness and client relationships.
#J-18808-Ljbffr