Royal Bank of Canada
Job title:
Estate Planning Associate
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionJob 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 productsEnsure new applications are processed in our internal system and sent to the carrierManage pending cases and take the appropriate actions to oversee the completion of the caseDevelop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficientlySupport and maintenance of an Inforce Service programProvide exceptional client serviceDesign and implement marketing initiatives through social media using internal platforms and externally, i.e. linkedinWhat do you need to succeed?Must-haveMinimum 2 years’ experience working in an Insurance Agency or equivalent role within the industryKnowledge of Life and Living Benefits insurance productsExcellent client service skillsExperience with meeting tight deadlines & set priorities; ability to work independentlyStrong Microsoft office and Excel skillsLife Insurance Licensed, LLQPNice-to-havePost-secondary degree considered an assetExperience servicing high net worth clientsExperience with marketing programs to build business social awarenessWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamJob Skills Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job DetailsAddress: BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-06-25Application Deadline: 2024-07-10Inclusion 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 .
Expected salary
Location
Toronto, ON
Job date
Thu, 27 Jun 2024 03:02:04 GMT
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