Insurance Advisor, Home and Auto – Field Sales

Jobtailor; Dieppe; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

Jobtailor invites applications for a client-focused insurance sales role based in Dieppe, Canada. You will provide home and auto insurance planning and advice, develop new business through targeted client interactions, and build trusted relationships with clients in RBC Insurance stores or virtually.

You have a General Insurance License and proven sales experience, with bilingual French-English skills preferred.

Qualifications

• General Insurance License to sell home and auto insurance.
• Proven professional sales experience with an entrepreneurial mindset.
• Results oriented and driven to succeed, with strong client focus.

Responsibilities

• Provide Home and Auto planning and advice to the personal market.
• Acquire new sales through client-focused insurance advice and solutions based on needs analysis.
• Engage potential clients by phone or in person and build trusted advisor relationships.
• Provide existing clients with advice and a strong client experience to retain their business.
• Meet clients virtually or in an RBC Insurance store location.
• Increase external networks to grow opportunities and referrals.
• Grow the business through quality sales while maintaining underwriting requirements.
• Contribute to team sales success through individual goals, cross-selling and referrals.

Skills

General Insurance License

Sales Experience

Client Relationship Management

Bilingualism (French and English)

Business Development

Tools

Insurance Systems

Digital Literacy

Job description

• Provide Home and Auto planning and advice to the personal market
• Acquire new sales through client-focused insurance advice and solutions based on insurance needs analysis
• Engage potential clients by phone or in person and establish trusted advisor relationships
• Provide existing clients with advice and a strong client experience to retain their business
• Meet clients virtually or in an RBC Insurance store location
• Increase external networks to contribute to the community and capitalize on market opportunities and referrals
• Grow the business through quality sales while maintaining underwriting requirements
• Contribute to team sales success through individual sales goals, opportunity spotting, cross-selling, and referrals to team and RBC partners
• Meet the needs of the personal market through the full suite of RBCI Home and Auto products

Requirements

• General Insurance License to sell home and auto insurance
• Proven professional sales experience with an entrepreneurial mindset
• Results oriented and driven to succeed, passionate and curious to help clients meet their needs
• Interpersonal, communication and problem resolution skills
• Digital literacy using a variety of systems and tools
• Bilingualism (French and English) (nice-to-have)
• Proven success in achieving sales targets (nice-to-have)
• Experience with business development and relationship management (nice-to-have)
• An existing network of referrals and centers of influence (nice-to-have)

Core Competencies

Demonstrates expertise in providing personalized home and auto insurance solutions, leveraging strong sales acumen and relationship management skills to meet client needs and achieve business growth. Proficient in digital tools and systems to enhance client engagement and service delivery.

Highest-signal resume keywords

• General Insurance License
• Sales Experience
• Client Relationship Management
• Bilingualism (French and English)
• Business Development

Soft Skills

• Interpersonal Skills
• Communication Skills
• Problem Resolution Skills
• Results Oriented
• Entrepreneurial Mindset

Certifications & Qualifications

• General Insurance License

Industry Keywords

• Home Insurance
• Auto Insurance
• Sales Targets
• Client Experience
• Cross-Selling
• Referrals
• Market Opportunities

Tools & Technologies

• Digital Literacy
• Insurance Systems