Estate Planning Associate

RBC • Vancouver, BC

11d • Onsite

About The Position

The Estate Planning Associate will provide support to a team that assists DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance marketing assistance and support for servicing in-force policies. This role is crucial in assisting with sales and marketing efforts to promote business growth for a successful Estate Planning Specialist.

Requirements

• Minimum 2 years' experience working in an Insurance Agency or equivalent role within the financial 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 or willing to obtain within 6 months.

Nice To Haves

• Post-secondary degree considered an asset.
• Experience servicing high net worth clients.

Responsibilities

• Preparation of materials (Insurance Application(s) and accompanying documents, internal point of sale documentation, illustrations and concepts) for EPS meetings with prospects and clients.
• 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 the business is handled efficiently.
• Support and maintenance of an Inforce Service program.
• Provide exceptional client service.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed