Insurance Advisor Life, Health & Wealth

Royal Bank of Canada>; Barrie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Ontario is seeking a self-motivated Insurance Advisor to provide integrated life insurance planning. The role involves connecting with clients, promoting digital client engagement, and achieving sales targets. Candidates should have a post-secondary degree, sales experience, and the ability to develop strong client relationships. This position offers comprehensive support, a competitive salary, and opportunities for professional development.

Benefits

3 weeks paid vacation

Flexible health benefits

Outstanding training and career development opportunities

Qualifications

• 1-2+ years of professional sales experience in the Insurance Industry.
• Ability to develop and maintain strong client relationships.
• Life / A&S License (HLLQP / LLQP), or willingness to complete.

Responsibilities

• Connect with clients through discovery to understand their life events.
• Promote a client-first mindset by meeting clients at their convenience.
• Expand networks by leveraging market opportunities and referrals.

Skills

Communication

Customer Needs

Sales

Interpersonal Relationship Management

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

Job Description

Please Note : Actively Hiring For GTA (Primarily Brampton, Mississauga, Toronto, Halton Region, Markham, Vaughan, Kitchener, Waterloo)

What is the opportunity?

We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life & Wealth (HLLQP / LLQP), you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your understanding of the full suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to offer valuable solutions tailored to your clients' needs. You will also engage in prospecting and networking activities, supported by internal partners who help deepen client relationships through effective opportunity spotting and honest sales practices. We promote a culture that rewards great people and ideas, encourages teamwork, and values success. Join us to succeed together.

What will you do?

• Connect with clients through discovery to understand their life events and offer comprehensive insurance and financial advice that aligns with their current and evolving needs.
• Promote a client-first mindset in a digital environment by meeting clients at their convenience.
• Develop and deepen client relationships using Salesforce and other compliant customer tools/electronic forms.
• Contribute to and be accountable for your team’s sales success by achieving your individual sales goals.
• Expand your external networks by leveraging market opportunities and referrals from approved centres of influence.
• Regularly review your business results and adjust activities to meet targets.
• Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions.

What do you need to succeed?

Must have

• Post-secondary degree or equivalent
• Business development and prospecting skills with a goal-oriented attitude and strong ambition to succeed
• Ability to develop and maintain strong client relationships
• Life / A&S License (HLLQP / LLQP), or willingness to complete
• 1-2+ years of professional sales experience in the Insurance Industry
• An existing network of referrals and approved centres of influence
• Digital literacy using various systems and tools

Nice to have

• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

What’s in it for you?

• Resources and support to develop your client portfolio and advance your career
• 3 weeks paid vacation
• Comprehensive compensation and incentives based on performance
• Flexible health benefits
• Employee savings, profit-sharing, and pension options
• Outstanding training and career development opportunities
• RBCI software tools to enhance productivity
• Support for flexible work arrangements, details to be discussed with the Hiring Manager

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities

Additional Job Details

• Address: 3300 HWY 7, Vaughan
• City: Vaughan
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: INSURANCE
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2024-12-13
• Application Deadline: 2025-09-30

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

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We foster a respectful environment where employees feel supported, collaborate effectively, and can grow professionally. We are committed to policies and programs that promote respect, belonging, and opportunity for all.

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