Talent.com

Estate Jobs in Edmonton ab

Last updated: 9 hours ago
Estate Planning Associate

Estate Planning Associate

RBC - Royal BankEdmonton, AB
CAD50000 yearly
Show moreLast updated: 30+ days ago
Manager, Real Estate Asset Portfolio

Manager, Real Estate Asset Portfolio

Government of AlbertaEdmonton, Alberta
Full-time
Show moreLast updated: 3 days ago
Account Manager, Real Estate Transactions

Account Manager, Real Estate Transactions

BGISEdmonton, AB, Canada
CAD90246–CAD112807 yearly
undefined
Show moreLast updated: 17 days ago
Senior Market Analyst

Senior Market Analyst

Altus Group Data Solutions Inc. / Groupe Altus Gestion de Données Inc.Edmonton, Alberta
CAD37950–CAD88550 yearly
undefined
Show moreLast updated: 30+ days ago
  • New!
Paralegal- Estate Litigation

Paralegal- Estate Litigation

KPMG-CanadaEdmonton, Alberta, Canada
Full-time
Show moreLast updated: 9 hours ago
Data Entry Coordinator

Data Entry Coordinator

CB CanadaEdmonton, Alberta, Canada
CAD43.48–CAD51.15 hourly
Show moreLast updated: 30+ days ago
Remote Forex Trader Job in Edmonton, AB | Full Time

Remote Forex Trader Job in Edmonton, AB | Full Time

Maverick FXEdmonton, AB
CAD25000 yearly
Remote
undefined
Show moreLast updated: 22 days ago
financial clerk - financial sector

financial clerk - financial sector

Biznes Financial Services IncEdmonton, AB, CA
CAD25 hourly
Permanent + 1
Show moreLast updated: 22 days ago
Contract Review Broker - Alberta - (REMOTE)

Contract Review Broker - Alberta - (REMOTE)

eXp World HoldingsEdmonton, Alberta
CAD81900 yearly
Remote
undefined
Show moreLast updated: 30+ days ago
property accountant

property accountant

McCOR Management (AB) IncEdmonton, AB, CA
CAD36 hourly
Permanent + 1
Show moreLast updated: 22 days ago
financial services advisor

financial services advisor

ALLTIME INVESTMENTS INCEdmonton, AB, CA
CAD35.1 hourly
Permanent + 1
Show moreLast updated: 22 days ago
Senior Accountant / Controller

Senior Accountant / Controller

hays-gcj-v4-pd-onlineEdmonton
CAD102500 yearly
undefined
Show moreLast updated: 30+ days ago
Real Estate Associate

Real Estate Associate

MaxWell Realty Inc.Edmonton, AB, CA
CAD250000 yearly
Show moreLast updated: 23 days ago
real estate sales representative

real estate sales representative

Sehaj & Diya Holdings LtdEdmonton, AB, CA
CAD24.5 hourly
Permanent + 1
Show moreLast updated: 30+ days ago
Senior Market Analyst

Senior Market Analyst

Altus GroupEdmonton, Alberta
CAD37950–CAD88550 yearly
undefined
Show moreLast updated: 30+ days ago
Real Estate Conveyancer

Real Estate Conveyancer

The Bagga Team with Royallepage MagnaEdmonton, AB, CA
CAD40000–CAD50000 yearly
Show moreLast updated: 30+ days ago
Real Estate Sales Representative

Real Estate Sales Representative

Royal LePage Real EstateEdmonton, Alberta, Canada
CAD50000–CAD150000 yearly
Show moreLast updated: 21 days ago
Senior Manager, Cross Border Individual Tax

Senior Manager, Cross Border Individual Tax

MNPEdmonton, AB, Canadá
CAD95000–CAD130000 yearly
undefined
Show moreLast updated: 30+ days ago
sales and promotions coordinator

sales and promotions coordinator

Sterling Real Estate BrokerageEdmonton, AB, CA
CAD30.77 hourly
Permanent + 1
Show moreLast updated: 2 days ago
Real Estate Manager

Real Estate Manager

StantecEdmonton, AB
Full-time
Show moreLast updated: 3 days ago
Estate Planning Associate

Estate Planning Associate

RBC - Royal BankEdmonton, AB
30+ days ago
Salary
CAD50000 yearly
Job description

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
  • 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 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
  • Job Skills

    Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services