Senior Regional Insurance Manager Contact Centre

Scotiabank

Toronto

On-site

CAD 120,000 - 160,000

Full time

4 days ago
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Job summary

Scotiabank in Toronto, Ontario is seeking a Senior Regional Insurance Manager for the Contact Centre and related teams. You’ll lead Creditor Insurance distribution, onboard and coach field teams, and ensure activities align with regulatory and policy requirements across Retail Lending.

Collaborate with regional leadership to deepen client relationships, deliver engaging presentations (roughly 25 sessions weekly), and drive product penetration while upholding risk controls and the bank’s values.

Qualifications

  • 7+ years of sales experience in the financial services industry.
  • Strong sales management and relationship skills.
  • Excellent coaching, presentation, and influencing abilities.
  • Excellent interpersonal and communication skills.
  • Thorough understanding of insurance and financial planning concepts.

Responsibilities

  • Champion a customer-focused culture to deepen client relationships.
  • Coach and support regional sales teams on creditor protection products.
  • Deliver regional presentations and participate in events.
  • Collaborate with regional leadership to achieve objectives.
  • Ensure compliance with risk, AML/ATF/sanctions and conduct requirements.
  • Support onboarding teams and channel initiatives.

Skills

Sales management
Relationship management
Coaching
Presentations
Communication
Influencing

Education

Bachelor's degree or equivalent

Job description

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Title: Senior Regional Insurance Manager Contact Centre

Requisition ID: 277133

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

Purpose

The Senior Regional Insurance Manager contributes to the overall success of Creditor Insurance distribution across the Contact Centre, Virtual Advice Team, Retention teams and BNSIA, supporting the onboarding and coaching of teams that offer Scotia credit-related products for Retail Lending within the assigned region.

The role is responsible for ensuring individual goals, plans and initiatives are executed and delivered in support of the team’s business strategies and objectives. The Senior Regional Insurance Manager also ensures that all activities are conducted in compliance with governing regulations, internal policies and procedures.

Key Accountabilities

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

Builds and maintains strong relationships with regional leadership teams across Retail and Small Business Banking direct and indirect channels, including Regional SVPs, RVPs, Vice Presidents, Regional Directors and Sales Managers. Influences management engagement and builds support for Creditor Insurance business growth within the assigned region.

Provides ongoing coaching, training and support to strengthen sales teams’ knowledge and understanding of creditor protection products, including product benefits, customer suitability, conditions, limitations and exclusions, as well as Sales Practices, best practices and internal policies.

Delivers engaging and motivating presentations at regional, district, group and individual meetings, with approximately 25 sessions per week, and participates in local client information and appreciation events and regional/channel events.

Acts as a key resource for regional sales leadership teams across distribution channels, as well as Field Coaching, Client Solutions Canada and designated Direct Branch Onboarding teams.

Collaborates closely with the Senior Regional Insurance Manager team within Insurance Canada to achieve regional objectives.

Assesses business data, information, industry trends and developments to support regional strategies, identify business opportunities and assist in resolving barriers to business growth.

Understands 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 within their respective areas in accordance with Scotiabank’s Values, Code of Conduct and Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls. This includes meeting obligations related to operational, compliance, AML/ATF/sanctions and conduct risk.

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

Dimensions

Partners with regional leadership across direct and indirect distribution channels, Field Coaching, Client Solutions Canada onboarding and Direct Branch Onboarding teams.

Supports the achievement of annual Creditor Insurance product penetration objectives.

Supports annual revenue and NIAT objectives within the assigned region.

Education / Experience / Other Information

7+ years of significant sales experience within the financial services industry.

Strong sales management, relationship management and marketing skills.

Strong sales coaching skills with demonstrated presentation, facilitation and influencing abilities.

Strong interpersonal and communication skills, with the ability to translate key ideas and information into clear, effective messaging for sales teams.

Proven ability to build strong partnerships and communicate effectively with management and sales teams.

Highly motivated self-starter who can work effectively with minimal day-to-day supervision.

Thorough understanding of insurance and financial planning concepts.

Strong knowledge of Retail Banking direct and indirect sales and distribution channels, including the roles and objectives of key stakeholders and how the channels work together to support overall Bank objectives.

Strong knowledge of Scotiabank onboarding teams, including Client Solutions Canada (CSC) and Direct Branch Onboarding (DBO).

PFP, CFP and/or AMP designation is preferred but not required.

Bachelor’s degree or equivalent relevant work experience.

Location(s): Canada : Ontario : Toronto

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.

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