Insurance Advisor Life, Health & Wealth

0000055739 RBC Insurance Agency Ltd.; Kingston; On-site; CAD 50,000 - 80,000; Full time

Job summary

Join RBC Insurance's Ontario North Field Sales team as a Life & Wealth Advisor. You will provide integrated life insurance planning and advice, leveraging RBC's products while promoting client relationships and teamwork. The role requires strong sales skills and a client-first approach in a digital environment.

Benefits

Competitive compensation and incentives

Flexible health benefits

Employee savings, profit-sharing, and pension options

Training and career development opportunities

Qualifications

• 1-2+ years of professional sales experience in the insurance industry.
• Willingness to obtain Life / A&S License (HLLQP / LLQP).
• Existing network of referrals and approved centers of influence.

Responsibilities

• Connect with clients to provide tailored insurance and financial advice.
• Develop client relationships using Salesforce and other tools.
• Contribute to team sales goals through individual efforts.

Skills

Business development

Client relationship management

Digital literacy

Education

Post-secondary degree or equivalent

Job description

Opportunity Overview: Join RBC Insurance's Ontario North Field Sales team as an accredited Life & Wealth Advisor (HLLQP / LLQP). You will provide integrated life insurance planning and advice to your network of referrals and new clients, leveraging RBC's suite of insurance and wealth products. Your proactive approach, combined with internal support, will help deepen client relationships and promote a culture of teamwork and success.

Key Responsibilities:

1. Connect with clients through discovery to understand their life events and offer tailored insurance and financial advice.
2. Promote a client-first approach in a digital environment by meeting clients at their convenience.
3. Develop and strengthen client relationships using Salesforce and other compliant tools.
4. Contribute to team sales goals through your individual sales efforts.
5. Expand your external network via market opportunities and referrals.
6. Regularly review business results and adjust activities to meet targets.
7. Align with RBC’s vision to be among the world’s most trusted financial institutions.

Minimum Requirements to Succeed:

• Post-secondary degree or equivalent.
• Business development and prospecting skills with a goal-oriented mindset.
• Strong ability to develop and maintain client relationships.
• Life / A&S License (HLLQP / LLQP), or willingness to obtain it.
• 1-2+ years of professional sales experience in the insurance industry.
• Existing network of referrals and approved centers of influence.
• Digital literacy with various systems and tools.

Preferred Qualifications:

• Industry designations such as CFP, CLU, CHS are preferred.

Benefits and Support:

• Resources and support for client portfolio development and career growth.
• Competitive compensation and incentives.
• Flexible health benefits.
• Employee savings, profit-sharing, and pension options.
• Training and career development opportunities.

RBC supports flexible work arrangements and is committed to diversity and inclusion. We aim to provide accessible recruitment processes and accommodations as needed.