Join Scotiabank as an Assistant Insurance Service Advisor, focused on in-force policy support in the Greater Toronto Area. Collaborate with advisors to enhance client relationships and service delivery.

This role demands a proactive approach to policy management, ensuring licensed advisors receive timely assistance throughout Ontario. You will be responsible for understanding policy details, providing training, and working alongside colleagues to mitigate client concerns. Your contributions will be integral to fostering a high-performance and inclusive work culture.

Key Responsibilities:
• Act as point of contact for advisor policy management
• Conduct reviews of in-force permanent life insurance policies




• Become Agent of Record for orphaned policies
• Collaborate on AOR transfer requests with SWIS colleagues
• Proactively identify conversion and secondary sales opportunities

Requirements:
• 3-5 years in the life insurance field
• Mandatory LLQP designation
• Familiarity with insurance carrier software is crucial
• Excellent communication skills for client engagement
• High proficiency in Microsoft Office Suite

Utilize your skills to enhance Scotiabank's customer relationships in the insurance sector.
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📌 Insurance Service Advisor at Scotiabank (Ontario)
🏢 Scotiabank
📍 Ontario