Estate Planning Associate

4 weeks ago

Edmonton, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

You will provide support to a team that helps our clients with insurance quotations, marketing assistance, and servicing of in-force policies. Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate Planning Specialist.

What will you do?
  • Prepare materials (insurance applications and accompanying documents, internal point of sale documentation, illustrations, and concepts) for EPS meetings with prospects and clients.
  • Prepare quotations on various insurance products.
  • Ensure new applications are processed in our internal system and sent to the carrier.
  • Manage pending cases and take the appropriate actions to oversee the completion of the case.
  • Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficiently.
  • Support and maintenance of an Inforce Service program.
  • Provide exceptional client service.
What do you need to succeed?Must-have
  • Minimum 2 years' experience working in an insurance agency or equivalent role within the industry.
  • Knowledge of life and living benefits insurance products.
  • Excellent client service skills.
  • Experience with meeting tight deadlines and set priorities; ability to work independently.
  • Strong Microsoft office and Excel skills.
  • Life Insurance Licensed, LLQP.
Nice-to-have
  • Post-secondary degree considered an asset.
  • Experience servicing high net worth clients.
  • Experience with marketing programs to build business social awareness.
What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to do challenging work.
  • Opportunities to build close relationships with clients.

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Job Type:

Full time

Platform:

WEALTH MANAGEMENT

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At Royal Bank of Canada, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Work in a dynamic, collaborative, progressive, and high-performing team

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Opportunities to build close relationships with clients

Our team is dedicated to providing exceptional client service and building strong relationships with our clients. We believe that building trust and understanding with our clients is key to delivering the best possible results.

Opportunities to do challenging work

We are committed to providing our employees with opportunities to do challenging work and make a meaningful impact. Whether it's working on a high-profile project or developing new skills, we believe that our employees should be challenged to grow and develop in their careers.

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