Estate Planning Associate

Job Summary Job Description What 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 Specialist. What 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 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 Whats 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 which includes competitive compensation and flexible benefits 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 Opportunities to do challenging work Opportunities to building close relationships with clients The expected salary range for this particular position is $41,000 - $65,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services Additional Job Details Address: 745 THURLOW ST:VANCOUVER City: VANCOUVER Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2024-08-09 Application Deadline: 2024-10-19 I nclusion and Equal Opportunity Employment At 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 Community Stay 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 jobs.rbc.com.

Location: Greater Vancouver, CA

Posted Date: 10/2/2024