Insurance Consultant - GTA West | Insurance Agent in Insurance Job Job at Scotiabank | 7104082659

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Insurance Consultant - GTA West

Location:

Calgary

Description:

Requisition ID: 190245 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 revenue in support smaller sales opportunities, particularly lifestyle protection solutions – term insurance, disability insurance, critical illness, and immediate annuities – within their assigned region. The incumbent will work with advisors across all business lines to raise awareness of these important solutions, as well as partner with the Senior Insurance Consultants who also support those advisors to ensure that, together, they provide comprehensive sales support in a way that leverages their skills and maximizes their collective efficiency. While the role focuses on lifestyle protection, they also may be called upon to deliver permanent life insurance solutions to less affluent and complex clients. Accountabilities Leads the end-to-end Insurance sales process on lifestyle protection solutions and select permanent insurance opportunities. This includes providing quotes and illustrations; meeting with clients and advisors to backss needs; 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 specialists. This includes driving the integration of lifestyle protection solutions into the total wealth planning process and supporting the planners’ ability to position them effectively as part of the plan recommendations. Provides back-up support to peers in other regions that may be related to volume spikes, vacations, or availability issues, among other reasons. Drives. Visit ListedBuy for more information.

Company:

Scotiabank

Industry:

Insurance

Posted:

December 14 2023 on ListedBuy

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