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

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