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Consultant/ Senior Consultant - Insurance
Synpulse
Toronto, ON
Full-time
At least 3-5 years of insurance (P&C, Life Insurance or Reinsurance) experience at a management consulting firm or in a corporate strategy, enterprise architecture, business development, or…
Senior Insurance Consultant
Scotiabank
Calgary, AB
This position is responsible for driving life insurance results within their assigned region. The incumbent will work with advisors across all business lines to raise awareness of these…
Data Science, Senior Consultant – Healthcare & Life Sciences, Elevate
master-TMS
Toronto, ON
Analyze and interpret healthcare and life sciences data to support pricing, market access, sales, launch, and commercial strategies; identify opportunities; and develop actionable…
ACG Sales Agent Senior Consultant II
Allstate Canada
Sherwood Park, Alberta
Full-time
Sales experience in insurance or another relationship-focused field.
ACG Sales Agent Senior Consultant II
Allstate
Remote, Canada
Full-time · Remote
Sales experience in insurance or another relationship-focused field.
Senior Insurance Advisor, Wealth Insurance, GWM
Scotiabank
Toronto, ON
The Senior Insurance Advisor works under the guidance of an established Senior Insurance Consultant (SIC) to help drive life insurance results within a growing region. The incumbent will…
Regional Sales Consultant
Co-operators
Calgary, AB · Edmonton, AB · Vancouver, BC · Regina, SK
Full-time
The Regional Sales Consultant provides advanced education, case consultation, training, and onboarding on life products. The incumbent works virtually with brokers and supports the Senior…
Senior Underwriting Consultant
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
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With the ability to work from home, regular training and an amazing client-centric team, Sun Life may be the place for you. We are looking for Senior Underwriting Consultants to work within…
Senior Solution Consultant- Inkjet
Ricoh
Mississauga, ON
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The Senior Solution Consultant (SC) is directly responsible for selling continuous feed inkjet, workflow solutions in current Ricoh Print customers as well as net new / competitive…
Consultant, Sales Support
Cardinal Health Canada
Concord, ON
Full-time
Reporting to the Manager, Commercial Excellence, the Consultant, Sales Support works with Canada senior sales leaders to deliver Sales Quota and Sales Incentive Plan programs, while…
Consultant, Sales Support
Cardinal Health
Vaughan, ON · Canada-Vaughan
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Reporting to the Manager, Commercial Excellence, the Consultant, Sales Support works with Canada senior sales leaders to deliver Sales Quota and Sales Incentive Plan programs, while…
Senior Benefits Consultant - Westland Benefits
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC · Richmond, BC
Westland Insurance Group Ltd. is growing and has an exciting opportunity for a Senior Benefits Consultant, Westland Group Benefits. This is a hybrid role based out of our Vancouver…
Principal Sales Consultant - Oracle Communications - Siebel/CRM Architect
Oracle
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Oracle Communications is seeking a senior presales solution architect to help communications service providers modernize customer engagement, digital commerce, order management, billing…
Senior Solution Consultant- Inkjet
Ricoh USA, Inc.
Mississauga, ON
Full-time
The Senior Solution Consultant (SC) is directly responsible for selling continuous feed inkjet, workflow solutions in current Ricoh Print customers as well as net new / competitive…
Senior Consultant, SailPoint ISC
Cyderes
Toronto, Ontario
$130,000 to $150,000 CAD / year
Full-time
The Senior Consultant, SailPoint, is a customer-facing consultant responsible for implementing the technical deployments of IAM solutions at Cyderes. They work on customer projects,…
[VO2 Canada] - Salesforce L2 Support Consultant - Sales & Service Cloud - Consultante Salesforce Support N2
VO2 GROUP
Montreal, QC
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Description du poste : Consultante Support N2 (L2) - Salesforce Sales & Service Cloud
[VO2 Canada] - Salesforce L2 Support Consultant - Sales & Service Cloud - Consultante Salesforce Support N2
VO2 Group
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Tour Consultant, Individual Sales
EF Education First / Hult
Toronto, ON
Full-time
Compensation: First-year Tour Consultants have an on-target earning potential of $55,000 (base salary starting at $45,000 and $10,000 bonus potential). In addition, there is uncapped bonus…
Senior Consultant, Finance Transformation
Deloitte
Toronto, ON
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As a Senior Consultant in Finance Transformation, you will be a leader on a client team from day one, solving complex problems with your teammates and clients, analyzing data, and designing…
Senior Consultant
Tradewin
Mississauga, Ontario
$70,000 to $90,000 CAD / year
Full-time
The Senior Consultant will need to understand import valuation and the trade agreements that Canada is a party to. They will need to have the ability to manage their projects and work…
Senior Consultant
Expeditors
Mississauga, Ontario
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The Senior Consultant will need to understand import valuation and the trade agreements that Canada is a party to. They will need to have the ability to manage their projects and work…
Salesforce Senior Consultant Manager (Remote Canada)
Directive
Remote, Canada
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…and scale Directive’s Revenue Operations practice. This is a senior, client-facing player-coach role for someone who combines strong people leadership with deep technical expertise across…
Senior Consultant IIQ
Cyderes
Canada
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We are seeking an experienced Senior SailPoint IdentityIQ (IIQ) Engineer to join our Identity and Access Management (IAM) team. This individual will be responsible for designing,…
Analytics Consultant, Sales Intelligence, Tech, & Enablement (SITE), Amazon Ads
Amazon
Toronto, ON
…location. Amazon offers comprehensive benefits including health insurance (medical, dental, vision, prescription, basic life & AD&D insurance), Registered Retirement Savings Plan (RRSP),…
Tour Consultant, Individual Sales
EF Go Ahead Tours
Toronto, ON
Full-time
Compensation: First-year Tour Consultants have an on-target earning potential of $55,000 (base salary starting at $45,000 and $10,000 bonus potential). In addition, there is uncapped bonus…

Scotiabank

Senior Insurance Consultant

Calgary, AB, V6B 4N7, Canada

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Senior Insurance Consultant is responsible for driving life insurance sales results within their assigned region by collaborating with advisors and integrating insurance solutions into the wealth planning process. They manage the end-to-end sales process, including strategy development, client needs assessment, and ensuring compliance with bank standards.

Requirements

Candidates must possess 10+ years of insurance industry experience and hold a Life Insurance Licensing (LLQP). A professional designation such as CFP, CLU, or CSC is considered a desirable asset for this role.

Experience

10+ years

Education

professional certificate

Working hours

40 hours per week

Job type

Full-time

Work arrangement

On-site

Skills

Life Insurance
Sales Strategy
Wealth Planning
Underwriting Process
Business Development
Financial Analysis
Compliance Standards
Sales Pipeline Management
Advisory Services
Risk Management
Professional Development
Customer Focused Culture
Insurance Solutions

Visa sponsorship

Not detected in the job text

Keywords

Life Insurance
LLQP
CFP
CLU
CSC
Wealth Management
Sales
Underwriting
Compliance
Risk Appetite
AML
ATF
Financial Planning
Business Development
Client Solutions
Scotiabank
Insurance Consultant
Sales Pipeline
Wealth Planning

Original job description

Requisition ID: 272038

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

This position is responsible for driving life insurance results within their assigned region. The incumbent will work with advisors across all business lines to raise awareness of these important solutions and develop an approach that enables advisors to introduce them to their clients more consistently and effectively.

Accountabilities

Leads the end-to-end Insurance sales process on more complex and/or significant insurance solutions. 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; and delivering policies. 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.

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 Total Wealth Managers around incorporating insurance into their efforts to support the delivery of Total Wealth.

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.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the
adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Champions a high-performance environment and contributes to an inclusive work environment.

Education / Experience

Life Insurance Licensing (LLQP)
Extensive knowledge of the life insurance industry
10+ years of insurance industry experience, including sales
Desirables: CFP or CLU or willingness to pursue them; CSC
Solid understanding of Scotia Wealth Management businesses and roles

Location(s): Canada : Alberta : Calgary

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 personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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