Insurance Advisor Life, Health & Wealth

0000055739 RBC Insurance Agency Ltd.; Central Ontario; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector seeks self-motivated individuals for the role of Insurance Advisor Life & Wealth in Ontario. This position involves providing integrated life insurance planning and advice, leveraging a strong client network, and achieving sales targets. Successful candidates will benefit from comprehensive training, a competitive compensation package, and flexible work arrangements.

Benefits

Comprehensive compensation package and incentives

Flexible health benefits

Employee savings, profit-sharing, and pension options

Outstanding training programs and career development opportunities

Qualifications

• 1-2+ years’ professional sales experience in the Insurance Industry.
• Life / A&S License (HLLQP / LLQP), or willingness to complete.
• Existing network of referrals and approved centres of influence.

Responsibilities

• Connect with clients to understand their life events and offer comprehensive insurance advice.
• Achieve individual sales goals and contribute to team success.
• Expand external networks through market opportunities and referrals.

Skills

Business development

Prospecting skills

Client relationship management

Digital literacy

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

Please Note : Actively Hiring For Ontario North West Region (Primarily Brampton, Maple, Barrie, Markham, Mississauga, Concord, Vaughan, Brantford, Kitchener, London)

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 drive to understand the full suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to offer valuable solutions based on client needs. You will be supported by internal partners who help deepen client relationships through effective opportunity spotting and honest sales practices. We promote a culture where great people and ideas are rewarded, and teamwork is encouraged. When you succeed, we succeed. Join us.

What will you do?

1. Connect with clients through discovery to understand their life events and offer comprehensive insurance and financial advice that aligns with their current and changing needs.
2. Promote a client-first mindset in a digital environment by meeting clients at their convenience.
3. Develop and deepen client relationships using Salesforce and other compliant customer tools/electronic forms.
4. Contribute to and be accountable for your team’s sales success by achieving individual sales goals.
5. Expand your external networks through market opportunities and referrals from approved centres of influence.
6. Regularly review individual business results and adjust activities to meet targets.
7. 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
• The ability to develop and maintain strong client relationships
• Life / A&S License (HLLQP / LLQP), or willingness to complete
• 1-2+ years’ 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
• Comprehensive compensation package and incentives for strong performance
• Flexible health benefits
• Employee savings, profit-sharing, and pension options
• Outstanding training programs and career development opportunities

RBC supports flexible work arrangements; details to be discussed with the Hiring Manager.

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
• Posted Date: 2024-05-01
• Application Deadline: 2024-09-02

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and equitable workplaces. We support accessible recruitment processes and accommodations for candidates with different abilities.

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