Estate Planning Associate
4 weeks ago
We are seeking a highly skilled 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 in-force policy servicing.
Key Responsibilities- Prepare materials for EPS meetings with prospects and clients, including insurance applications, internal point of sale documentation, illustrations, and concepts.
- 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 appropriate actions to oversee completion.
- Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure efficient business handling.
- Support and maintain an Inforce Service program.
- Provide exceptional client service.
- Minimum 2 years' experience 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.
- A comprehensive Total Rewards Program, including 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 ServicesAdditional Job Details
Platform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedInclusion and Equal Opportunity Employment
We strive to build inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are committed to tackling issues of inequity and systemic bias to support our diverse talent, clients, and communities.
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