Inside Wholesaler - Insurance

RBC; Vancouver; On-site; CAD 50,000 - 85,000; Full time

Job summary

Join a forward-thinking company as an Inside Wholesaler, where you'll play a crucial role in building relationships with insurance advisors to drive sales of insurance products. This position offers the opportunity to work closely with a Sales Consultant to create strategic business plans while leveraging your financial acumen and product knowledge. You'll enjoy a supportive environment that values career development, flexible work-life balance, and the chance to make a significant impact in the insurance industry. If you're passionate about sales and relationship management, this role is perfect for you!

Benefits

Flexible benefits

Work/life balance

Career development programs

Investment and retirement savings plans

Competitive pay

High-earning potential

Tools and training support

Qualifications

• Must possess a Life Insurance License (LLQP) and strong financial acumen.
• Excellent organizational and communication skills are essential.

Responsibilities

• Cultivate relationships with insurance advisors to enhance RBC Insurance sales.
• Partner with Sales Consultant to develop strategic business plans.

Skills

Financial Acumen

Life Insurance License (LLQP)

Interpersonal Skills

Sales Skills

Organizational Skills

Communication Skills

Competitive Market Understanding

Perseverance

Education

Post-secondary education

Tools

RBCI software tools

Job description

Job Summary

As an Inside Wholesaler, you will prospect and cultivate new relationships and enhance existing relationships with insurance advisors, with the goal of increasing the sales of RBC Insurance products for one of the territories within the Western region. Only apply if you are Life licensed (LLQP) and reside within driving distance of Vancouver.

What will you do?

• Partner with Sales Consultant to establish a strategic business plan for the territory with defined sales targets.
• Proactively contact insurance advisors to gain information and insight into their practices.
• Establish relationships with marketing staff of key producers/MGAs.
• Provide insight and sales ideas related to the insurance industry, product knowledge & system training (BIC, Illustrations, Morningstar etc.).
• Position RBC Insurance products & solutions to prospects & existing clients; as well as identifying cross selling opportunities.
• Advance the sales process with new prospects by booking presentations and meetings for the Sales Consultants.
• Maintain contact management system and develop follow-up strategy for newly contracted brokers, thank-you for large cases, etc.
• Attain weekly metrics.

What will you need to succeed?

Must have

• Financial Acumen – sound knowledge of financial markets, fundamentals of financial planning.

And/or

• Strong Life and Living Benefits product knowledge.
• Understanding of competitive landscape and marketplace.
• Life Insurance License, LLQP (mandatory).
• Post-secondary education.
• Excellent organizational skills – able to respond to inquiries, suggestions, complaints and requests in a timely, courteous & professional manner.
• Exceptional interpersonal, presentation and communication skills, both written and verbal.
• Driver’s license and vehicle mandatory.

What’s in it for you?

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.

• A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans.
• Competitive pay and high-earning potential.
• All the tools, training, and team support you need to grow your business and career.
• Flexible work/life balance options.
• Sophisticated RBCI software tools to boost your productivity and grow your business.

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

The expected salary range for the above position is $50,000 to $85,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payout.

Job Skills

Building Trust, Competitive Markets, Insurance Product Development, Interpersonal Relationship Management, Perseverance and Follow-Through, Product Services, Sales, Sales Activities, Sales Channels, Sales Support.

Additional Job Details

Address: 2925 VIRTUAL WAY: VANCOUVER

City: VANCOUVER

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-27

Application Deadline: 2025-04-24

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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