Estate Planning Associate

What is the Opportunity?

Provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors, and our clients with servicing of in‑force policies and new business processes. The role assists with servicing and maintaining existing clients while promoting business growth for a successful Estate Planning Specialist.

What will you do?

• Support in‑force servicing and respond to requests, including in‑force illustrations, cash surrender values, premium payment confirmation, and general policy inquiries from Investment Advisors and 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 in‑forc...