Insurance Sales Support Specialist for Wealth Advisors

Scotiabank; London; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading North American bank is seeking an Insurance Sales Associate in London, ON. The role involves supporting Insurance Consultants with business development, managing documentation, and ensuring compliance. Candidates should have strong analytical skills and proficiency in Excel and PowerPoint, along with a university degree. Join a high-performing team dedicated to client success in a collaborative environment.

Qualifications

• Strong analytical skills and proficiency with Excel & PowerPoint.
• University degree or equivalent required.
• Knowledge of the insurance and/or wealth management industry preferred.

Responsibilities

• Support Insurance Consultants with prospecting and pipeline management.
• Prepare new business documentation and liaise during underwriting.
• Provide quality assurance for case submissions.

Skills

Analytical skills

Proficiency with Excel

Proficiency with PowerPoint

Knowledge of insurance industry

Education

University degree or equivalent

LLQP license

Industry accreditation (CSC, CFP, PFP, CLU)

Job description

A leading North American bank is seeking an Insurance Sales Associate in London, ON. The role involves supporting Insurance Consultants with business development, managing documentation, and ensuring compliance. Candidates should have strong analytical skills and proficiency in Excel and PowerPoint, along with a university degree. Join a high-performing team dedicated to client success in a collaborative environment.