Estate Planning Associate

RBC•Calgary, AB

6d•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 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.

Requirements

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 Haves

Post-secondary degree considered an asset
Experience servicing high net worth clients
Experience with marketing programs to build business social awareness

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.
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