Job Description
What is the opportunity? 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 centers 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
Fluency in second language Cantonese and / or Mandarin
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 willingness to complete before the start date
1-2+ years’ professional sales experience in the Insurance Industry
An existing network of referrals and approved centers of influence
Digital literacy using a variety of systems and tools
Nice to have
Great communication skills
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
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 :
CALGARY MAIN BRANCH, 339 8 AVE SW : CALGARY
City : CALGARY
CALGARY
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Platform :
Platform : INSURANCE
INSURANCE
Job Type : Regular
Regular
Pay Type : Salaried
Salaried
Posted Date : 2024-05-17
2024-05-17
Application Deadline :
2024-10-01
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
Insurance Advisor Life, Health & Wealth
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 y...
Work from home - Life Insurance Advisor - CR
Responsibilities: Connect with prospective clients through online platforms, referrals, and company leads Assess clients' financial goals and offer life insurance products that meet their specific needs Build lasting relationships and manage policy renewals, maintaining an active portfolio Provide e...
Financial Insurance Advisor
Digital Wealth Management (Insurance, Investments and Mortgages). At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. As a Serenia Life Financial Representative it will be essential to the role, that deep relationships ...
Customer Service Representative Agent Work From Home - Remote Online Panelists
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. Customer service representative agent experience is not necessary. If you are a customer service representative agent or someone just looking for a flexible par...
Cashier
We are hiring for a Cashier at ourWest Lethbridge location in Lethbridge, AB. ...
Receptionist
JOB POSTING Full-Time Receptionist/Office Assistant Start date: August 12, 2024Duties: · Responsible for managing the front desk, taking calls, and greeting visitors · Respond to email inquiries from staff and parents · Monitor who is coming into the school through our surveillance system · Manage o...
administrative assistant
Education: Secondary (high) school graduation certificate.Experience: Experience an asset.Schedule and confirm appointments.Answer telephone and relay telephone calls and messages.Order office supplies and maintain inventory.Greet people and direct them to contacts or service areas.Type and proofrea...
Compensation Specialist (Advisor Services) – Remote Across Canada
Provide exceptional advisor support to our network of independent advisors. Understand all aspects of advisor compensation at life insurance companies and a MGA and apply this knowledge to the job tasks as an Advisor Support analyst. Our company is DRIVEn (this is not a typo – it's part of our value...
Business Development - Sales Representative (Red Table)
Business Development Sales Representative at our Red Table Facility located in Edmonton. An ability to develop and execute a comprehensive business development strategy to achieve sales targets and expand market presence. Collaborate closely with the production team to ensure alignment between sales...
Bilingual Customer Service Representative
Bilingual Customer Service Representatives (CSR) will have the ability to use their customer service skills, technical savvy, and results driven mindset to directly help customers in a clinical setting that utilize. Technical Customer Service Representatives (CSR) will have the ability to use their ...