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 SpecialistWhat 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...