Join Scotiabank in Vancouver, British Columbia as an Insurance Sales Associate, where you’ll back Insurance Consultants in enhancing business relationships and client satisfaction.
This role focuses on assisting insurance professionals with sales processes and providing crucial reporting. You will gather and manage client leads, ensure documentation accuracy, and coordinate with various teams to facilitate client meetings and presentations. Your support will directly impact business development and operational efficiency.
Key Responsibilities:
• Manage prospecting activities and documentation flow
• Collect and validate compliance documentation
• Support with educational opportunities for advisors
• Collaborate on promotional events and logistics
• Analyze in-force policies for necessary actions
Requirements:
• University degree or relevant experience
• Experience in the insurance or wealth management industry
• Proficient in Excel and PowerPoint
• Industry certifications like CSC or CFP are assets
• Fluency in Mandarin and English is a must
Enhance your skills while contributing to a high-performance culture at Scotiabank.
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📌 Sales Associate for Insurance at Scotiabank (Vancouver)
🏢 Scotiabank
📍 Vancouver