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Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

RBC - Royal BankMontreal, QC
30+ days ago
Salary
CAD50000 yearly
Job description

Job Summary

Job Description

What is the opportunity?

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We're proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.

What will you do?

  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
  • Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
  • Develop and deepen client relationships with the use of Salesforce and other compliant customer tools / electronic forms
  • Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
  • Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
  • Regularly review individual business results and adjust activities as required to meet established targets
  • Deliver on RBC's vision to be among the world's most trusted and successful financial institutions

What do you need to succeed?

Must have

  • Post-secondary degree or equivalent
  • Life License (HLLQP / LLQP) Insurance of persons certification or the willingness to complete it prior to start date
  • Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
  • The ability to develop and maintain strong client relationships
  • Professional sales experience with an entrepreneurial mindset
  • An existing network of referrals within the community
  • Digital literacy using a variety of systems and tools

    • Nice to have

  • Professional sales experience in the insurance domain
  • Industry Designations Preferred : CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

    • What's in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • The resources and support you need to develop your client portfolio and advance your career goals
  • 3 weeks paid vacation
  • A comprehensive compensation package and incentives that recognize strong performance
  • Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
  • Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
  • Outstanding training programs and opportunities for career development

    • RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager

    LI-Hybrid

    LI-Remote

    LI-ML1

    EVPP2

    Job Skills

    Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities