Job Summary
Job Description
What is the opportunity?
As Private Client Insurance Specialist, you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients.
You will provide advice based High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach to protect client's wealth, possessions and lifestyle.
You will also build relationships with Wealth advisors within assigned Wealth Management locations while working with a team of RBC Insurance High Net Worth Specialists to provide HNW clients with complete solutions.
What will you do?
Contribute to and is responsible / accountable for team sales success through achievement of individual sales goal
Partner with WM advisors to effectively meet their clients individual Home and Auto Insurance needs as part of RBC's strategy to wrap our arms around our clients
Develop and implement business plan for assigned territory in terms of which WM advisors to target, relationship building plans
Provide a superior client experience, creating clients as advocates by listening and connecting with them through the use of effective discovery discussions, leading to tailored solutions aligned to our clients' needs
Promote and create an environment that encourages deepening client relationships
Communicate and reinforce RBC Vision, National Office and local strategic direction, organizational values and implementation plans
What do you need to succeed?
Must-have
RIBO License and / or General Insurance License (Level 2 AB + BC).
Minimum 5 years previous sales experience in property and casualty insurance
1-3 years previous sales experience in property and casualty insurance industry
Proven experience with relationship management and collaboration
Strong business communication and presentation skills, highly driven and self-motivated with a positive and enthusiastic attitude
Remain mobile to accommodate clients and branch meetings (50-75% travel required)
Nice-to-have
Minimum 1-3 years previous sales experience in private client / high net worth
College or University education
CIP Designation, CAIB Designation
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.
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Job Skills
Private Client Insurance Specialist
As Private Client Insurance Specialist, you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients. You will also build relationships with Wealth advisors within assigned Wealth Manag...
Private Client Insurance Specialist
As Private Client Insurance Specialist, you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients. You will also build relationships with Wealth advisors within assigned Wealth Manag...
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