Estate Planning Associate
Royal Bank of Canada
- Toronto, ON
- Permanent
- Full-time
- 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
- 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
- Post-secondary degree considered an asset
- Experience servicing high net worth clients
- Experience with marketing programs to build business social awareness
- 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