Dynamic Life & Wealth Advisor

RBC Insurance; Quebec; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

3 weeks vacation

Compensation package

Health benefits

Savings & pension

Training programs

RBC software tools

Job summary

RBC Insurance in Montréal is seeking self-motivated Field Sales professionals to join our Life, Health & Wealth Advisory team. As an accredited advisor, you’ll provide integrated life insurance planning and wealth solutions to a growing referral network.

You’ll develop a new book through prospecting, maintain client relationships, and utilize Salesforce and compliant tools. This full-time role offers a competitive compensation package, health benefits, training, and pathways to advance with RBC.

Qualifications

• Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed
• 2+ years’ professional sales experience
• Ability to develop and maintain strong client relationships
• 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 required for travelling to meet clients within a designated area
• Fluency in French

Responsibilities

• 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
• 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 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

Skills

Business development

Sales experience

Client relationships

French fluency

L&H license

Networking

Communication

Education

Post-secondary degree

Job description

RBC Insurance in Montréal is seeking self-motivated Field Sales professionals to join our Life, Health & Wealth Advisory team. As an accredited advisor, you’ll provide integrated life insurance planning and wealth solutions to a growing referral network.

You’ll develop a new book through prospecting, maintain client relationships, and utilize Salesforce and compliant tools. This full-time role offers a competitive compensation package, health benefits, training, and pathways to advance with RBC.