Estate Planning Associate

10 hours ago

Newmarket, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled and motivated Estate Planning Associate to join our team. As a key member of our team, you will provide support to our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and support for servicing of in-force policies.

Key Responsibilities
  • Prepare materials for Estate Planning Specialist meetings with prospects and clients, including insurance applications, internal point of sale documentation, illustrations, and concepts.
  • Prepare quotations on various insurance products and ensure new applications are processed in our internal system and sent to the carrier.
  • Manage pending cases and take appropriate actions to oversee the completion of the case.
  • Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure efficient business handling.
  • Support and maintain an Inforce Service program and provide exceptional client service.
  • Design and implement marketing initiatives through social media using internal platforms and externally.
Requirements
  • 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 setting priorities; ability to work independently.
  • Strong Microsoft Office and Excel skills.
  • Life Insurance Licensed, LLQP.
What We Offer
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • 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.
Job Skills

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

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