Life Insurance Associate

2 weeks ago

Vancouver, Canada Raymond James Financial Full time

**Life Insurance Associate**
- 2303750
- At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

**_ Life Insurance Associate_**

**How does the role impact the organization?**

Working directly with the assigned Insurance Specialist under general supervision, the Insurance Associate will provide sales, marketing, and administrative support in all aspects of the sales process, including the development and implementation of sales and marketing plans, appointment scheduling, follow-up communications, client service activities and sales presentations. In addition, this position will have regular contact with internal department staff and external customers/insurers in order to obtain, clarify or provide facts and information as needed.

**What will your role be responsible for?**
- Analyze and identify insurance opportunities and needs.
- Develop life insurance sales jointly with assigned Insurance Specialist
- Assists in the creation of illustrations, financial and estate plans, client proposals, and reports as needed.
- Assist in the implementation of a sales and marketing plan, adjusting as required to meet agreed-upon targets.
- Maintain product and compliance knowledge required to support goals and strategic marketing objectives.
- Responsible for building and maintaining relationships with financial advisors and responding to requests for information.

**What can you expect from us?**

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers **flexible workstyles,** a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.

**What do we expect from you?**

**Knowledge, Skills and Abilities**

**Knowledge of**:

- Principles, practices, and procedures of general office concepts, customer relations, marketing and communications.
- Policies that govern personal life insurance operations.
- Process flows within specific assigned functional area.
- Regulations for specific assigned functional area.

**Skills in**:

- Communicating detailed information provided by insurance company to clearly provide financial advisors/agents with status and course of action
- Relaying information to insurance carriers to help ensure best offers are received for clients
- Identifying potential issues related to life insurance underwriting

**Ability to**:

- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Use appropriate interpersonal styles and communicate effectively, both orally and writing, with internal associates and external contacts at all levels.
- Effectively gather all relevant information in order to analyze, research, and resolve business issues in order to make decisions.
- Analyzing data to identify discrepancies.
- Problem solving.

**Educational/Previous Experience Requirements**:

- High School Diploma or equivalent and a minimum of three (3) years’ experience in the areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service.
- ~or~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.

**Licenses/Certifications**:

- Life, Health and Variable Annuities License is helpful but not required;
- Certified Financial Planner or equivalent an asset; and
- Canadian Securities Course an asset.

**We encourage our associates at all levels to**:

- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

**Salary Range: BC (based on Education, Work Experience, etc)** $50,000-$60,000 in addition to competitive performance bonuses/incentives.

**Job** Financial Planning

**Primary Location** CA-BC-Vancouver-Vancouver

**Organization** RJFP

**Schedule** Full-time

**Status** Permanent Full-Tim

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