Dynamic Life, Health & Wealth Advisor — Field Sales

RBC Insurance Group; Westmount; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible health benefits

3 weeks paid vacation

Employee savings & pension options

Excellent training programs

Job summary

RBC Insurance Group in Montréal is seeking self-motivated Field Sales professionals to join as Life, Health & Wealth Advisors. You will provide integrated life insurance planning and advice to referrals and RBC client acquisitions, leveraging your knowledge of RBC Insurance products to tailor client solutions.

You will independently prospect, develop, and grow a book of business, use Salesforce for client management, and collaborate with internal partners to deepen relationships while meeting or

Qualifications

• 2+ years’ professional sales experience.
• Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date.
• An existing network of referrals and approved centers of influence.
• Post-secondary degree or equivalent.
• Digital literacy using a variety of systems and tools.
• Valid Canadian driver’s license and own vehicle for traveling to meet clients.

Responsibilities

• Connect with clients through discovery to understand their life events and offer comprehensive insurance and financial advice.
• Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
• Promote a client-first mindset in a digital environment by meeting clients when it is convenient for them.
• Develop and deepen client relationships with Salesforce and other compliant customer tools/electronic forms.
• Contribute to and be accountable for your team sales success through achieving individual sales goals.
• Increase external networks by capitalizing on market opportunities and referrals from approved centers of influence.
• Regularly review individual business results and adjust activities to meet targets.
• Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions.

Skills

Sales experience

Prospecting

Client relationships

Life license (HLLQP/LLQP)

French fluency

Digital literacy

Networking

Post-secondary degree

Education

Post-secondary degree

Job description

RBC Insurance Group in Montréal is seeking self-motivated Field Sales professionals to join as Life, Health & Wealth Advisors. You will provide integrated life insurance planning and advice to referrals and RBC client acquisitions, leveraging your knowledge of RBC Insurance products to tailor client solutions.

You will independently prospect, develop, and grow a book of business, use Salesforce for client management, and collaborate with internal partners to deepen relationships while meeting or