Senior Manager, Life & Health Distribution

April 16 2025
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services, Forensic accounting, Fraud,
Toronto, ON • Full time

Requisition ID: 223153

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

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.

Accountabilities

• Accountable for driving Scotia Insurance Agency sales mainly distributed by Third-Party Telemarketing Service Providers and contributing to Insurance Canada growth targets.

• Supports annual 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.

• Provide 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, 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, 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.

• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

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


Education / Experience

• 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, i.e. roles and goals of each stakeholder and how they 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

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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