Join Scotiabank as an Associate Insurance Service Advisor in Halifax, NS, focusing on providing exceptional support for licensed advisors. This position is integral to the effective management of life insurance policies, especially in the Montreal and Quebec City regions.
Your role involves reviewing in-force life insurance policies and proactively identifying issues that may impact clients. You will also take ownership of orphaned policies, forming essential relationships with clients. Additionally, collaborate on onboarding new agents while promoting business opportunities through strategic reviews of in-force policies.
Key Responsibilities:
• Serve as the central contact for advisors in the region
• Deliver training sessions on policy management best practices
• Analyze permanent life insurance policies for potential risks
• Manage orphaned policies and maintain client communications
• Identify and nurture opportunities for insurance consultants
Requirements:...