Entrepreneurial Financial Security Advisor

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

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Pension options

Profit-sharing

Outstanding training programs

RBCI software tools to boost your prod

Job summary

RBC Insurance is seeking self-motivated, entrepreneurial individuals to join the Field Sales team as Accredited Life, Health & Wealth Advisors. You will provide integrated insurance planning and advisory services to a growing client base while leveraging an existing referrals network.

You’ll develop a new book of business, use Salesforce, and collaborate with internal partners to deepen client relationships.

Qualifications

• 2+ years of professional sales experience.
• Life/A&S license (HLLQP/LLQP) or willingness to complete before start date.
• Post-secondary degree or equivalent.
• Fluency in French.
• Existing network of referrals and approved centers of influence.
• Valid Canadian driver's license and own vehicle.
• Digital literacy using various systems and tools.

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 outreach and networking.
• Promote a client-first mindset in a digital environment and meet clients at their convenience.
• Develop client relationships using Salesforce and compliant tools/electronic forms.
• Contribute to team sales success by achieving individual sales goals.
• Expand external networks through referrals and market opportunities from approved centers of influence.
• Regularly review business results and adjust activities to meet targets.
• Deliver RBC’s vision to be among the world’s most trusted financial institutions.

Skills

Communication

Sales

Business development

Client relationships

Digital literacy

French language

Education

Post-secondary degree or equivalent

HLLQP/LLQP License

Tools

Salesforce

Job description

RBC Insurance is seeking self-motivated, entrepreneurial individuals to join the Field Sales team as Accredited Life, Health & Wealth Advisors. You will provide integrated insurance planning and advisory services to a growing client base while leveraging an existing referrals network.

You’ll develop a new book of business, use Salesforce, and collaborate with internal partners to deepen client relationships.