Advisor - Life, Health, & Wealth

RBC Insurance; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

RBC Insurance seeks a Regional Director to join its Field Sales team, focusing on integrating life insurance solutions for clients. Ideal candidates are entrepreneurial individuals with post-secondary education and a knack for building client relationships. This permanent, full-time position combines office and field work in Toronto, aiming to deepen customer connections through expert financial advice.

Benefits

Flexible health benefits

Employee savings and profit-sharing options

Outstanding training programs

Qualifications

• 1-2+ years professional sales or business development experience.
• Existing network of referrals and centres of influence is advantageous.

Responsibilities

• Connect with clients to offer comprehensive insurance and financial advice.
• Develop client relationships using Salesforce and other tools.
• Achieve individual sales goals and review business results regularly.

Skills

Business development

Client relationship management

Sales skills

Digital literacy

Education

Post-secondary degree

Life/A&S License (HLLQP/LLQP)

Job description

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Direct message the job poster from RBC Insurance

RBC Insurance Regional Director | Member of the Financial Advisors Association of Canada

About the Company

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.

About the Role

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.

Responsibilities

• 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.

Qualifications

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 in the process of completion.
• 1-2+ years’ professional sales and/or business development experience.
• 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).

Compensation package

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.
• 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.

Equal Opportunity Statement

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.

Job Summary

City: Toronto

Work Hours/Week: 40

Work Environment: Branch and Home Office

Employment Type: Permanent

Career Level: Experienced Hire/Professional

People Manager: No

Platform: Insurance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Health Care Provider

• Industries

  Insurance, Investment Advice, and Financial Services

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