Estate Planning Associate

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 comp...