Insurance Advisor Life, Health & Wealth

0000050824 RBC Life Insurance Company; Delta; On-site; CAD 35,000 - 50,000; Full time

Job summary

An established industry player is seeking self-motivated individuals to join their Field Sales team as Life & Wealth Advisors. In this dynamic role, you'll provide integrated life insurance planning and advice tailored to clients' needs. With comprehensive training and support, you will have the opportunity to build strong client relationships and expand your network. The company promotes a culture of teamwork and rewards success, ensuring that when you thrive, the organization thrives too. If you are driven and ready to make a difference, this is the perfect opportunity for you.

Benefits

Flexible health benefits

Employee savings

Profit-sharing

Pension options

Outstanding training programs

Career development opportunities

Qualifications

• 1-2+ years of professional sales experience in the Insurance Industry.
• Life / A&S License (HLLQP / LLQP), or willingness to complete before start.

Responsibilities

• Connect with clients to offer comprehensive insurance and financial advice.
• Develop and deepen client relationships using Salesforce and other tools.

Skills

Business development

Prospecting skills

Client relationship management

Digital literacy

Education

Post-secondary degree

Tools

Salesforce

Job description

What is the opportunity? We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (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 tailored to your clients' needs. You will be supported by internal partners who assist in deepening 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 through achieving your individual sales goals.
5. Expand your external network by leveraging market opportunities and referrals from approved centers of influence.
6. Regularly review your 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 before the start date.
• 1-2+ years’ professional sales experience in the Insurance Industry.
• An existing network of referrals and approved centers of influence.
• Digital literacy using various systems and tools.

Nice to have

• Fluent in English and other languages.
• Industry Designations Preferred: CFP, CLU, CHS.

What’s in it for you?

We thrive on the challenge to be our best, promote progressive growth, and work together to deliver trusted advice that helps our clients and communities prosper. We care about each other, reaching potential, making a difference, and mutual success.

Resources and support for developing your client portfolio and advancing your career.

Comprehensive compensation and incentives recognizing performance.

Flexible health benefits, employee savings, profit-sharing, and pension options.

Outstanding training programs and career development opportunities.

The expected fixed compensation (draw) is $35,000 - $50,000, depending on experience, skills, market conditions, and business needs. Future draws will be based on sales performance. The position may also include discretionary/variable incentives.

Additional Job Details

• Address: 4370 Kingsway, Burnaby
• City: Burnaby
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full-time
• Platform: Insurance
• Job Type: Regular
• Posted Date: 2023-11-28
• Application Deadline: 2024-07-01

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and workplaces where employees can bring their true selves. We are actively addressing systemic bias and supporting diverse talent, clients, and communities.

We strive to provide accessible recruitment processes. Please inform us if you need accommodations during the process.

Join our Talent Community

Stay informed about career opportunities at RBC. Sign up for updates on jobs, tips, and events.

Expand your potential and create a future with RBC. Learn how we use our passion to enhance client and community well-being at jobs.rbc.com.

Create a job alert for this search