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Estate Jobs in Edmonton, AB
Estate Planning Associate
RBC - Royal BankEdmonton, ABReal Estate Broker
The Bagga Team with Royallepage MagnaEdmonton, AB, CAReal Estate Administrative & Marketing Assistant
Dwight Streu Real Estate TeamEdmonton, AB, CALegal Counsel, Underwriting (Alberta)
Chicago Title CanadaAlberta, CA- Promoted
Real Estate Agent
Rimrock Real EstateEdmonton, AB, CanadaEstate Administrator
Royal Bank of Canada>EDMONTON, CanadaReal Estate Sales Agent
MaxWell Realty Inc.Edmonton, AB, CALegal Assistant – Estate Administration
Pressence RecruitingHouston, Alberta, Canada- Promoted
Estates Legal Assistant
Duncan Craig LLPEdmonton, AB, Canada- Promoted
Director, Business Services
Government of AlbertaEdmonton, Division No. 11, CanadaData Entry Coordinator
CB CanadaEdmonton, Alberta, CanadaContract Review Broker - Alberta - (REMOTE)
eXp World HoldingsEdmonton, Alberta- Promoted
Associate, Investor Services
KV CapitalEdmonton, AB, CanadaSales Executive, CoStar - Edmonton, Canada
CoStar GroupAB, CAreal estate sales representative
Sehaj & Diya Holdings LtdEdmonton, AB, CApainter
Sai EstateSherwood Park, AB, CA- Promoted
Real Estate Asset Manager
Tempus Real Estate CapitalEdmonton, AB, CanadaReal Estate Sales Representative
Royal LePage Real EstateEdmonton, Alberta, CanadaTax & Estate Planning Accountant
IG Wealth ManagementAlberta, Canada- Promoted
Legal Real Estate Conveyancer
Purewal and Virk Law LLPEdmonton, AB, CanadaEstate Planning Associate
RBC - Royal BankEdmonton, AB- Full-time
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
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