Insurance Advisor, Home and Auto - Field Sales

RBC; Sackville; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an Insurance Advisor to provide expert Home and Auto planning to the personal market. This role involves engaging with clients to offer tailored insurance solutions, focusing on new sales acquisition and deepening relationships. The ideal candidate will possess a General Insurance License and demonstrate strong sales experience. Join a dynamic team committed to delivering exceptional client experiences while enjoying a comprehensive rewards package, ongoing training, and a supportive work environment that fosters professional growth.

Benefits

Health Benefits

Pension Plan

Retirement Plan

Investment Plans

Ongoing Training

Flexible Work Arrangements

Qualifications

• Proven professional sales experience with an entrepreneurial mindset.
• Results oriented and driven to succeed, passionate about helping clients.

Responsibilities

• Engage with potential clients and establish trusted advisor relationships.
• Provide excellent advice and strong client experience to retain business.

Skills

Communication

Sales Activities

Customer Knowledge

Identifying Sales Opportunities

Insurance Products

Education

General Insurance License (OTL)

Tools

Digital Literacy

Job description

Job Summary

Job Description

What is the opportunity?

As Insurance Advisor you will provide Home and Auto planning and advice to the personal market. You are focused on new sales acquisition through client focused insurance advice and solutions based on an insurance needs analysis that satisfies the client’s needs. You will contribute to team sales success and deepening client relationships through effective opportunity spotting, cross selling and referring to your team and RBC partners. You will be focused on meeting the needs of the personal market through the full suite of RBCI Home and Auto products.

What will you do?

• Proactively engage with potential clients over the phone or in person and establish a trusted advisor relationship
• Provide existing clients with excellent advice and strong client experience necessary to retain their business
• Promote Client First mindset by meeting clients at their convenience, either virtually or in an RBC Insurance store location
• Increase external network to contribute to the community and to capitalize on market opportunities and referrals from centers of influence
• Grow your business through quality sales, maintaining underwriting requirements
• Contribute to team sales success through achievement of individual sales goals and through effective opportunity spotting, cross selling and referring to your team and RBC partners
  
  

What do you need to succeed?

Must-have

• General Insurance License (OTL)
• 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
  
  

Nice-to-have

• Bilingualism (French and English)
• Proven success in achieving sales targets
• Experience with business development and relationship management
• An existing network of referrals and centers of influence
  
  

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 comprehensive “Total Rewards” package including health benefits, pension, retirement, and investment plans
• The opportunity to be rewarded and recognized for your hard work through our generous compensation program
• Be part of a dynamic, collaborative, progressive, and high-performing team
• Ongoing training and continuous learning
  
  

RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager

Job Skills

Communication, Competitive Markets, Customer Knowledge, Customer Needs, Identifying Sales Opportunities, Insurance Products, Sales, Sales Activities, Sales Closing

Additional Job Details

Address:

50 TACOMA DR:HALIFAX

City:

HALIFAX

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-04-30

Application Deadline:

2025-05-26

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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