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Estate Jobs in Edmonton ab
Estate Planning Associate
RBC - Royal BankEdmonton, ABManager, Real Estate Asset Portfolio
Government of AlbertaEdmonton, AlbertaAccount Manager, Real Estate Transactions
BGISEdmonton, AB, CanadaSenior Market Analyst
Altus Group Data Solutions Inc. / Groupe Altus Gestion de Données Inc.Edmonton, Alberta- New!
Paralegal- Estate Litigation
KPMG-CanadaEdmonton, Alberta, CanadaData Entry Coordinator
CB CanadaEdmonton, Alberta, CanadaRemote Forex Trader Job in Edmonton, AB | Full Time
Maverick FXEdmonton, ABfinancial clerk - financial sector
Biznes Financial Services IncEdmonton, AB, CAContract Review Broker - Alberta - (REMOTE)
eXp World HoldingsEdmonton, Albertaproperty accountant
McCOR Management (AB) IncEdmonton, AB, CAfinancial services advisor
ALLTIME INVESTMENTS INCEdmonton, AB, CASenior Accountant / Controller
hays-gcj-v4-pd-onlineEdmontonReal Estate Associate
MaxWell Realty Inc.Edmonton, AB, CAreal estate sales representative
Sehaj & Diya Holdings LtdEdmonton, AB, CASenior Market Analyst
Altus GroupEdmonton, AlbertaReal Estate Conveyancer
The Bagga Team with Royallepage MagnaEdmonton, AB, CAReal Estate Sales Representative
Royal LePage Real EstateEdmonton, Alberta, CanadaSenior Manager, Cross Border Individual Tax
MNPEdmonton, AB, Canadásales and promotions coordinator
Sterling Real Estate BrokerageEdmonton, AB, CAEstate Planning Associate
RBC - Royal BankEdmonton, ABJob 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
Nice-to-have
Post-secondary degree considered an asset
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.
Job Skills
Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services