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Insurance Sales Associate - Vancouver, BC
Location:
Toronto
Description:
Requisition ID: 190659 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The position is responsible for providing Insurance Consultants with the support they require to drive new business and advisor engagement within their regions. The incumbent will perform a variety of functions towards that end, mostly dedicated to a particular IC but working as part of a team that may require his/her support across several different ICs at different points in time. Accountabilities Supports IC prospecting and pipeline management activities. This includes ensuring that new opportunities are properly captured and tracked in our Agency Management System; following up with advisors on the status of leads and next steps; providing reporting and/or directing leaders and advisors towards reporting around leads; liaising with the planning team and Total Wealth Managers to ensure they have whatever data they require to incorporate insurance into planning and total wealth proposals; running illustrations and packaging up sales presentations; and sharing content, updates, and key messages with advisors. Supports the IC’s sales process. This includes preparing all necessary new business documentation, including pre-filling documents prior to client meetings; completing insurance applications with clients, where needed; liaising with SWIS case coordinators, advisors, and clients during the underwriting process, including any required escalations with underwriters; providing updates on pending cases to advisors and ICs, and preparing policy delivery packages. Provides quality assurance support that helps ICs ensure their new business is submitted in good order. This includes ensuring that all documentation is completed accurately, in full, and on time; validating that all involved parties are properly licensed and captured properly within Centralize; making sure that all regulatory requirements are met (e. . Visit ListedBuy for more information.
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More About this Listing: Insurance Sales Associate - Vancouver, BC
Insurance Sales Associate - Vancouver, BC is a Insurance Jobs Insurance Agent, Sales Associate Job at Scotiabank located in United States. Find other listings like Insurance Sales Associate - Vancouver, BC by searching Oodle for Insurance Jobs Insurance Agent, Sales Associate Jobs.
Insurance Sales Associate - Vancouver, BC is a Insurance Jobs Insurance Agent, Sales Associate Job at Scotiabank located in United States. Find other listings like Insurance Sales Associate - Vancouver, BC by searching Oodle for Insurance Jobs Insurance Agent, Sales Associate Jobs.