Insurance Advisor Life, Health & Wealth
Description
RBC Insurance is seeking highly motivated and entrepreneurial individuals to join their Field Sales team as an accredited Life, Health & Wealth Advisor. The role involves providing comprehensive life insurance planning and advice to clients, utilizing RBC Insurance products, and leveraging internal partnerships to deepen client relationships. Advisors are expected to proactively develop new business, manage client relationships digitally, and contribute to team sales goals while expanding external networks.
What We're Looking For
Connect with clients through discovery to understand their life events and offer comprehensive insurance and financial advice.,Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.,Promote a client-first mindset in a digital environment by meeting clients when convenient.,Develop and deepen client relationships using Salesforce and other compliant customer tools.,Contribute to and be accountable for team sales success through individual sales goals.,Increase external networks by capitalizing on market opportunities and referrals from approved centers of influence.,Regularly review individual business results and adjust activities as required to meet established targets.,Business development and prospecting skills with a goal-oriented attitude and strong ambition to succeed.,2+ years' professional sales experience.,Ability to develop and maintain strong client relationships.,Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date.,An existing network of referrals and approved centers of influence.,Post-secondary degree or equivalent.,Digital literacy using a variety of systems and tools.,Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area.
Ideal Candidate
Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date,An existing network of referrals and approved centers of influence,Post-secondary degree or equivalent,Digital literacy using a variety of systems and tools,Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area,Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
Minimum Education
Post-secondary degree or equivalent
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Requires a valid Canadian driver's license and own vehicle for client travel within a designated area.
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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