Estate Planning Associate
RBC Capital
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See open jobs at RBC Capital.See open jobs similar to "Estate Planning Associate" Discover Technata.Job Summary
Job Description
Job Description
What is the opportunity?
You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors and our clients with insurance quotations, marketing assistance and support for 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?
Preparation of materials (Insurance Application(s) and accompanying documents, internal point of sale documentation, illustrations and concepts) for EPS meetings with prospects and clients.
Preparing 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
Design and implement marketing initiatives through social media using internal platforms and externally, i.e. linkedin
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 & 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 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
Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, 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.
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.
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This job is no longer accepting applications
See open jobs at RBC Capital.See open jobs similar to "Estate Planning Associate" Discover Technata.