Estate Planning Associate

Royal Bank of Canada • Vancouver, BC

4d • Onsite

About The Position

You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors and our clients with insurance 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.

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

• bonuses
• flexible benefits
• competitive compensation
• commissions
• 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: Associate degree