Insurance Advisor Life, Health & Wealth
Description
RBC Insurance is seeking a self-motivated and entrepreneurial individual to join their Field Sales team as an accredited Life, Health & Wealth Advisor. The role involves providing integrated life insurance planning and advice to existing referrals and new RBC clients, understanding RBC Insurance products, and actively prospecting and networking with support from internal partners.
What We're Looking For
Connect with clients through discovery to understand life events and offer comprehensive insurance and financial advice.,Independently prospect, develop, and grow a new book of business through outreach, networking, and relationship-building.,Promote a client-first mindset in a digital environment, meeting clients conveniently.,Develop and deepen client relationships using Salesforce and other compliant tools.,Contribute to team sales success by achieving individual sales goals.,Increase external networks by capitalizing on market opportunities and referrals.,Regularly review individual business results and adjust activities to meet targets.,Deliver on RBC's vision to be a trusted and successful financial institution.,Business development and prospecting skills with a goal-oriented attitude.,2+ years' professional sales experience.,Ability to develop and maintain strong client relationships.,Life/A&S License (HLLQP/LLQP), or willingness to complete before 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 travel.
Ideal Candidate
Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date,Post-secondary degree or equivalent,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
Must be willing to travel and possess a valid Canadian driver's license and own vehicle.,Willingness to complete Life/A&S License (HLLQP/LLQP) before start date if not already held.
Also Available At
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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