Estate Planning Associate

Royal Bank of Canada situated in 333 7 AVE SW:CALGARY is currently looking for applications for the role of Estate Planning Associate who is a self-motivated individual with excellent interpersonal skills. The selected candidate must start work promptly. The available positions are for Full time job.

Employer Name: Royal Bank of Canada
Position: Estate Planning Associate
Salary: CAD 75,000 – CAD 115,000+ annually
Work hours/week: 37.5
Employment type: Full-time
Location: 333 7 AVE SW:CALGARY

• The candidate will be required to prepare all necessary materials, including insurance applications, supporting documents, internal sales documentation, and illustrations, for EPS meetings with prospects and clients.
• The candidate must prepare accurate quotations for a variety of insurance products.
• The candidate must ensure that all new insurance applications are correctly processed in the internal system and forwarded to the carrier.
• The candidate must manage all pending cases and take the necessary steps to ensure their completion.
• The candidate must build strong relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure smooth business operations.
• The candidate will be required to support and maintain the Inforce Service program effectively.
• The candidate must deliver exceptional client service at all times.
• The candidate will be required to design and execute marketing initiatives on social media using internal platforms and externally, i.e. LinkedIn.

Job Requirements

• The candidate will be required to possess a minimum of two years' experience in an insurance agency or an equivalent industry position.
• The candidate must have strong knowledge of Life and Living Benefits insurance products.
• The candidate must have excellent client service skills.
• The candidate must have proven ability to meet deadlines, prioritize tasks, and work independently.
• The candidate must have strong proficiency in Microsoft Office, including Excel.
• The candidate must hold a valid Life Insurance license and have completed LLQP certification.
• The candidate must have a post-secondary degree, which will be considered an asset.
• The candidate must have experience providing service to high net worth clients.
• The candidate must demonstrate experience with marketing campaigns designed to raise business awareness.
• The candidate will receive a comprehensive Total Rewards Program, which includes bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
• The candidate will receive support from leaders who provide coaching and manage development opportunities.
• The candidate will have the ability to make a difference and create a lasting impact.
• The candidate will work in a dynamic, collaborative, progressive, and high-performing team.

Job Skills

• The candidate must demonstrate strong client counseling skills.
• The candidate must identify and address customer needs accurately and efficiently.
• The candidate must provide outstanding customer service at all times.
• The candidate must manage customer service operations effectively.
• The candidate must have strong skills in solving problems as part of a team.
• The candidate must develop and implement long-term plans for client success.
• The candidate must demonstrate strong multi-level communication skills.
• The candidate must provide detailed knowledge and support for all product services.