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 solid 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
- Strong 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.
📌 Life Insurance New Business Associate (Vancouver)
🏢 Raymond James Financial
📍 Vancouver
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