Permanent Life Insurance Specialist

Use permanent life insurance expertise to review policies, identify concerns, and support advisors at Scotiabank’s Burlington location. Serve the Montreal and Quebec City region.This Assistant Insurance Service Advisor position supports licensed advisors, Branch Managers, and Insurance Consultants with in-force policies. You will review policies at key milestones, analyze illustrations, flag concerns, and coordinate approaches with advisors and SWIS colleagues. The work also includes client policy support for orphaned policies.Key Responsibilities:
Review permanent life policies at important milestonesFlag potential issues affecting future client concernsCollaborate with advisors and SWIS colleagues on solutionsAct as Agent of Record for orphaned policiesManage client contacts for assigned policy relationshipsRequirements:
Three to five years of life insurance industry experienceUniversity degree or equivalent educationLife Licence Qualification Program certification requiredKnowledge of estate planning uses for life insuranceProfessional handling of sensitive and difficult client situationsApply permanent life insurance, estate planning, and client relationship skills while supporting policy quality and advisor service.
#J-18808-Ljbffr