Senior Insurance Consultant and Servicing Agent : Halifax, NS
Halifax, Nova Scotia 16 hours ago
Job Description
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture.
Purpose
The Senior Insurance Consultant and Servicing Agentworks under the guidance of an established Senior Insurance Consultant (SIC) to help drive life insurance results within a growing region. The incumbent will work with advisors across all business lines to raise awareness of these important solutions and enable advisors to introduce them to their clients more consistently and effectively. The SIA will specialize in mid:market permanent insurance sales, allowing the SIC to focus on larger, more complex cases.
The SIA role is a consideration for growing regions achieving 4MM in revenue per SIC; requiring an SIA role to be introduced to properly service and continue to grow the sales in the region. The expectation is that this role is a steppingstone to becoming a fully commissioned SIC within a 3:to:5:year period.
Accountabilities
:
Works with clients on mid:market permanent insurance sales and cases too complex for the Existing Lifestyle IC role. This includes developing and presenting strategies and analysis; meeting with clients and advisors to assess needs and opportunities; completing documentation required to implement solutions, communicating with advisors and clients throughout the underwriting process, delivering policies; and support servicing of inforce block in assigned region. It also includes ensuring that all business requirements and compliance standards are met or exceeded and that clients receive the optimal solution that is in their best interests.
:
Works within the framework of the existing SIC's team to builds and maintains strong relationships throughout the region with advisors and other Client Solutions colleagues. This includes driving the integration of insurance solutions into the total wealth planning process; supporting the planners' ability to position them effectively as part of the plan recommendations; and partnering with internal partners around incorporating insurance into their efforts to support the delivery of Total Wealth.
:
Works on cases assigned by the SIC, develops new business opportunities, and manages a sales pipeline. This includes helping advisors identify insurance opportunities and integrate insurance into their advisory processes; delivering educational and promotional content within the region, leveraging available resources to do so; tracking leads using the Centralize platform; and engaging sales leaders in the different business lines to support their coaching activities and obtain guidance around managing their own efforts.
:
Collaborates with SWIS colleagues in the region to ensure all clients' insurance needs are being met. This includes assigning more straightforward situations to the relevant Insurance Consultant and providing any help to support the engagement; partnering with the AISA to provide in:force support directly to clients, as needed; and supporting the ongoing professional development of team members.
Dimensions
:
Works within a team supporting a region of approx. advisors (on average on a single SIC team) and support staff throughout assigned region.
:
Within Canada, supports Scotia Wealth Management businesses; ScotiaMcLeod, MD, Private Banking, Private Investment Counsel, Scotiatrust, Jarislowsky Fraser, Roynat.
Education / Experience
:
Active Life Insurance License
:
Extensive knowledge of the life insurance industry
:
10+ years of insurance industry experience, including permanent insurance sales
:
Desirables: CFP or CLU or willingness to pursue them
Location(s): Canada : Nova Scotia : Halifax
Scotiabank is a leading bank in the Americas. Guided by our purpose: for every future, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including
Oracle Finance Transformation : Manager
Vancouver, British Columbia 12 hours ago
Job Type:Permanent Work Model:Hybrid Reference code:128557 Primary Location:Vancouver, BC All Available Locations:Vancouver, BC; Brossard, QC; Burlington, ON; Calgary, AB; Edmonton, AB; Fredericton, NB; Halifax, NS; Kitchener, ON; Laval, QC; Moncton,...
Manager, Oracle Application Security
Calgary, Alberta 12 hours ago
Job Type:Permanent Work Model:Hybrid Reference code:126450 Primary Location:Toronto, ON All Available Locations:Toronto, ON; Calgary, AB; Edmonton, AB; Halifax, NS; Ottawa, ON; Vancouver, BC; Victoria, BC Our Purpose At Deloitte, our Purpose is to...
Senior Salesforce Developer
Ontario 12 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. The GWMS CRM team is the Salesforce Centre of Excellence for Scotiabank. The team is currently responsible for 10 different...
University Co:Op Student Investment Management Advisor: 12:16 Months:Fall 2025
Ontario 12 hours ago
50421: Toronto: Temporary 12:16 Months Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly 1.5 million customers. We have a long history in the industry with our roots dating back over...
Executive Housekeeping Senior Manager
whistler, Canada 13 hours ago
Create Your Experience of a Lifetime Come work and play in the mountains Whether it's your first:time seeing snow or you were born on the slopes, joining our team means discovering (or re:discovering) a passion for the outdoors while building...
Director, Global Corporate and Multinational Client Service
Ontario 13 hours ago
Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high:performing culture. Purpose Contribute to the success of International Banking and Global Banking and Markets by coordinating country coverage teams...
Technical Senior Solution Specialist, Oracle HCM Cloud
montreal, Canada 13 hours ago
Job Type:Permanent Work Model:Hybrid Reference code:128683 Primary Location:Montreal, QC All Available Locations:Montreal, QC; Fredericton, NB; Moncton, NB; Saint John, NB Our Purpose At Deloitte, our Purpose is to make an impact that matters. We...
ScotiaMcLeod Senior Financial Planning Associate : Ottawa
Ottawa, Ontario 13 hours ago
Requisition ID: As a cornerstone business within Scotia Wealth Management(R), ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring...
Senior Clinical Informatics Analyst : One Person One Record
all locations, Canada 13 hours ago
Click here as an internal applicant. Req ID: Location: ProvincialZone, Westway 1 Department: OPOR Departmental and Clinical Type of Employment: Permanent Hourly FT( 100) x 1 Management/Non UnionP osition Posting Closing Date: 19:May:25 Nova Scotia...
University Co:Op Student:Controls and Networks: 8:12 Months:Fall 2025
Ontario 13 hours ago
50399: Toronto: Temporary 8:12 Months Hydro One is proud to be the largest electricity transmission and distribution provider in Ontario, serving nearly 1.5 million customers. We have a long history in the industry with our roots dating back over 110...