Be a vital member of Raymond James as a New Business Associate in Life Insurance, based in Vancouver. Contribute to life insurance application processing and provide exceptional client support with every task.

As a detail-oriented New Business Associate, you will work closely with financial advisors and insurance partners to ensure an efficient application process. This role requires strong organizational skills, a customer-focused mindset, and the ability to manage multiple priorities. It’s ideal for professionals looking to enhance their career in the financial services industry.

Key Responsibilities:
• Review life insurance applications for accuracy and completeness
• Verify advisor licensing and submission requirements
• Maintain accurate records in agency management systems




• Order and coordinate underwriting requirements
• Communicate status updates to advisors and internal teams

Requirements:
• Understanding of life insurance products and underwriting preferred
• Minimum 1 year of experience in a related role
• Proficiency in Microsoft Office applications
• Solid attention to detail and organizational skills
• Excellent written and verbal communication abilities

Deliver high-quality support and ensure timely processing of life insurance applications for Raymond James in Vancouver.
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📌 Life Insurance New Business Associate (British Columbia)
🏢 Raymond James Financial
📍 British Columbia