Independent Field Life & Wealth Advisor

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

Benefits offered by this job

3 weeks paid vacation

Competitive compensation package

Flexible health benefits

Pension options

Job summary

RBC Insurance is seeking self-motivated Field Sales professionals to provide integrated life insurance planning and advice to referrals and new RBC clients. Accredited Life, Health & Wealth Advisor (HLLQP/LLQP) with a drive to grow a book of business will thrive in a client-first, digital environment.

Responsibilities include prospecting, building relationships, and meeting sales targets using Salesforce and trusted centers of influence.

Qualifications

• 2+ years’ professional sales experience.
• Life/ACC license (HLLQP/LLQP) or willingness to complete before start date.
• 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 travelling within area
• Fluency in French

Responsibilities

• Connect with clients through discovery to understand 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 by meeting clients conveniently.
• Develop and deepen client relationships using Salesforce and other tools.
• Achieve individual sales goals and contribute to team sales success.
• Leverage external networks and referrals to expand opportunities.
• Review progress and adjust activities to meet targets.
• Contribute to RBC’s vision as a trusted financial institution.

Skills

Sales

Communication

Client relationships

Prospecting

Networking

Digital literacy

Time management

Education

Post-secondary degree

Job description

RBC Insurance is seeking self-motivated Field Sales professionals to provide integrated life insurance planning and advice to referrals and new RBC clients. Accredited Life, Health & Wealth Advisor (HLLQP/LLQP) with a drive to grow a book of business will thrive in a client-first, digital environment.

Responsibilities include prospecting, building relationships, and meeting sales targets using Salesforce and trusted centers of influence.