Estate Planning Associate

Royal Bank of Canada

  • Toronto, ON
  • Permanent
  • Full-time
  • 24 days ago
Job SummaryJob DescriptionWhat 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 SpecialistWhat 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 BusinessAdditional Job DetailsAddress: ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-04-04Application Deadline: 2024-05-04Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Royal Bank of Canada