Scotiabank

Manager, Life & Health Distribution

Scotiabank$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-10 years of contact center sales experience in financial services
  • Strong sales management and relationship management skills
  • Proficient in sales coaching and persuasive presentation
  • Excellent interpersonal skills for effective communication
  • Proven success in selling life and health insurance products
  • Ability to build partnerships with management and sales teams
  • Self-motivated and effective with minimal supervision
  • Thorough knowledge of insurance and financial planning concepts
  • Understanding of contact centers and digital sales channels
  • Preferred certifications: PFP, CFP, LLQP, AMP
  • Fluency in English and French preferred
  • Bachelor's degree required

Responsibilities

  • Drive sales for Scotia Insurance Agency through third-party telemarketing
  • Support achievement of annual sales, revenue, and NIAT targets
  • Champion a customer-focused culture to enhance client relationships
  • Build and maintain relationships with third-party telemarketer leadership
  • Provide coaching and training to enhance insurance sales knowledge
  • Deliver presentations and train-the-trainer sessions to sales channels
  • Analyze data and industry trends to identify business opportunities

Benefits

  • Inclusive work environment
  • Professional training and development opportunities
  • Supportive leadership and team collaboration
  • Access to a comprehensive benefits package
  • Opportunities to influence and drive business growth
Full Job Description
Requisition ID: 266916

Purpose

Contributes to the overall success of the Scotia Insurance Agency's Life & Health Business distributed across Third-Party Telemarketing Service Providers, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

What you will be doing:

  • Accountable for driving Scotia Insurance Agency sales mainly distributed by Third-Party Telemarketing Service Providers and contributing to Insurance Canada growth targets.
  • Supports annual Sales, Revenue and NIAT objectives.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Build and sustain relationships with Third-party telemarketing services provider leadership team to influence management engagement and garner support for Scotia Insurance Agency's business growth within assigned accounts.
  • Provides ongoing coaching, training and support that results in a high level of knowledge and understanding of best practices to sell insurance via a telemarketing channel (inbound & outbound calls), developing and building experience understanding customer lifestyle events and how Life and Health Insurance products financially protect customers from unexpected life events (including policy benefits, suitability for customers, conditions, limitations and exclusions), Sales Practices, sharing best practices and internal policies among the inbound / outbound teams within assigned Third-Party telemarketing service providers.
  • Deliver motivating presentations and Train-the-Trainer Sessions to all applicable sales channels including Third-Party telemarketing service providers and Internal Partners.
  • Assess data and information including relevant industry trends and developments to support insurance sales through multiple channels including Third-Party telemarketing service provider strategies, identify business opportunities, and provide input and assistance in resolving impediments to business growth.
  • Understand Call Center Metrics, Data and Reporting including KPIs that drive sales performance.
  • Understand how the Bank's risk appetite and risk culture apply in day-to-day activities and decisions.
  • Champions a high-performance environment and contributes to an inclusive work environment.


Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

  • Significant Contact Centre sales experience (7 to 10 years) in the financial services industry
  • Strong sales management, relationship management and marketing skills
  • Strong sales coaching and persuasive presentation/facilitation skills
  • Strong interpersonal skills and the ability to disseminate key ideas and information to sales teams in a simple and effective manner
  • Proven ability to successfully sell life & health insurance products
  • Proven ability to communicate effectively and build strong partnerships with management and sales teams
  • Highly motivated self-starter who can be effective with minimal day-to-day supervision
  • Thorough understanding of insurance and financial planning concepts
  • Highly knowledgeable of Contact Centers, Third-Party service providers, digital sales channels and alignment of these channels delivering a best-in-class omni-channel experience, along with how each role and goals of each stakeholder align to achieve overall Bank objectives
  • PFP, CFP, LLQP, AMP are preferred
  • Fluent in English and French languages are preferred
  • Bachelor's degree


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
5 Year Trend
+7%
NASDAQ

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