Senior Estate Insurance Associate

Application Deadline:05/24/2026Address:4954 Richard Rd SWJob Family Group:Wealth Sales & ServicePerforms a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales, mitigate risk, and support the efficient and effective operation of the business group.Ensures the book of business is continuously developing.Ensures client needs are met or exceeded by discussing services offered in detail, with a strong sense of appropriate product and service.Builds and maintains relationships with clients and business partners through client acquisition from both internal sources (referrals) and external sources (marketing initiatives).Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, re...