City : Toronto

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

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 support for servicing of in-force policies and new business processes. Your role on the team is to assist with servicing & maintaining our existing clients along with promote business growth for a two successful Estate Planning Specialist.

What will you do?

• Support Inforce servicing and respond to requests including, Inforce illustrations, cash surrender values, premium payment confirmation, all general/policy inquiries from Investment advisors & clients
• Review all documentation and correspondence filing procedures and ensure an organized system is in place
• Ensure client inquiries and any problems are responded to in a timely manner and that all activity is recorded in a contact management system.
• Identify and put forward ideas to EPS to generate incremental business
• Plan and manage day to day Inforce activities in EPS’ absence
• Preparation of materials (Inforce life company documents) and accompanying documents for EPS and clients.
• Provide support on New Business application process to the EPS team

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
• Fluency in both Mandarin and English (spoken & written) is preferred

Nice-to-have

• Post-secondary degree considered an asset
• Experience servicing high net worth clients

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• Prestige
• Management that supports your work and progression

Job Skills

Additional Job Details

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

This is a commission-based role and is compensated on a performance-based arrangement where your earnings are based on sales success and production generated by you or your team. You may be eligible for a discretionary, variable incentive payment.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.