Insurance Advisor, Life, Health & Wealth

Job Summary

Job Description

What is the opportunity?

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Southwestern Ontario 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

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

Life / A&S License (HLLQP / LLQP), or the willingness to complete

1-2+ years’ professional sales experience in the Insurance Industry

An existing network of referrals and approved centres of influence

Digital literacy using a variety of systems and tools

Nice to have

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 .

Job Skills

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

Additional Job Details

Address :

361 CORNWALL RD : OAKVILLE

City : OAKVILLE

OAKVILLE

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform : INSURANCE

INSURANCE

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-05-01

2024-05-01

Application Deadline :

2024-10-31

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .