Creditor Sales Insurance Associate

CIBC; United States; Teletrabalho; USD 39 000 - 64 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share plan

Vacation offering

Wellbeing support

MomentMakers rewards

Resumo da oferta

CIBC is seeking a Creditor Sales Insurance Associate to support mortgage clients by guiding needs-based conversations and explaining creditor insurance options that protect what matters most.

You’ll manage an assigned pipeline, collaborate with Mortgage Advisors and internal partners, and ensure accurate, compliant records while delivering a seamless, client-first experience in a remote-enabled role with occasional on-site work.

Qualificações

• Experience in client-facing sales, financial services, mortgage, insurance, or banking environments.
• Experience managing pipelines, documentation, and follow-up activities.
• Digitally savvy, and able to adapt to evolving tools and trends.

Responsabilidades

• Client Support & Protection Conversations - Engage mortgage clients through needs-based conversations to understand circumstances and explain creditor insurance options.
• Application & Documentation Management - Deliver applications, complete documentation, and follow up on outstanding or unsigned forms.
• Pipeline Coordination - Manage a pipeline of referred opportunities and ensure completion of protection conversations, documentation, and follow-up before funding.
• Partnership & Collaboration - Build strong relationships with Mortgage Advisors and internal partners, provide timely status updates, and escalate issues when required.
• Sales Discipline & Client Experience - Drive insurance sales growth and protection penetration while delivering a client-first experience.
• Compliance & Accuracy - Maintain complete and accurate records of interactions, applications, consent, and follow-up actions in approved systems.

Conhecimentos

Active Listening

Budget Preparation

Client Service

Customer Experience

File Maintenance

Interpersonal Communication

Presentation Preparations

Descrição da oferta de emprego

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

Our Mobile Advice team helps clients navigate important home financing decisions with confidence by delivering advice that’s timely, clear, and personalized. As a Creditor Sales Insurance Associate, you’ll support mortgage clients after a warm handoff from a Mortgage Advisor to understand their needs and explore creditor insurance options that can help protect what matters most. You’ll guide clients through protection conversations early in the mortgage process, complete planning tools, support applications and documentation, and follow up to help move files forward before funding where possible. You’ll manage a pipeline of referred opportunities, keep records accurate and up to date, and work closely with Mortgage Advisors and internal partners to ensure a smooth client experience. You’ll also contribute to insurance sales growth by executing disciplined outreach and follow-up activities while maintaining a consistent, compliant, and client-focused approach.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.

How you'll succeed

• Client Support & Protection Conversations - Engage mortgage clients through needs-based conversations to understand their circumstances, identify protection needs, and explain available creditor insurance options in clear, client-friendly language.
• Application & Documentation Management - Support clients through the creditor insurance application process by delivering applications, completing required documentation, and following up on outstanding or unsigned forms in a timely manner.
• Pipeline Coordination - Manage an assigned pipeline of referred opportunities and help ensure protection conversations, documentation, and follow-up activities are completed accurately and on time, ideally before mortgage funding.
• Partnership & Collaboration - Build strong working relationships with Mortgage Advisors and internal partners, establish effective handoffs, provide timely status updates, and escalated issues when required.
• Sales Discipline & Client Experience - Contribute to insurance sales growth and protection penetration by executing outreach and follow-up activities against assigned objectives while delivering an experience that puts the client first.
• Compliance & Accuracy - Maintain complete and accurate records of client interactions, applications, consent, and follow-up actions in approved systems, while following all applicable policies, procedures, controls, and sales practices.

Who you are

• You put our clients first . You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• You're motivated by collective success . You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You can demonstrate experience in client-facing sales , financial services, mortgage, insurance, or banking environments, along with experience managing pipelines, documentation, and follow-up activities. It’s an asset if you have experience supporting protection conversations in a mortgage or lending environment.
• You’re digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
• You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]
• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

ON-81 Bay Street-Virtual

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations