Insurance Advisor, Life, Health & Wealth

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

Job summary

Join a forward-thinking company as a Life & Wealth Advisor, where you will provide integrated life insurance planning and advice. This role allows you to connect with clients, understand their needs, and offer tailored solutions. You'll be supported by a collaborative team and have access to resources that foster your professional growth. With flexible work arrangements and a comprehensive compensation package, this position is perfect for those who thrive in a dynamic environment and are eager to make a difference in their community.

Benefits

3 weeks paid vacation

Flexible health benefits

Employee savings and profit-sharing plans

Outstanding training programs

Career development opportunities

Qualifications

• Post-secondary degree or equivalent required.
• 1-2+ years of professional sales experience in the Insurance Industry.

Responsibilities

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

Skills

Business development

Prospecting skills

Client relationship management

Digital literacy

Sales experience

Education

Post-secondary degree

Tools

Salesforce

Job description

Job Description

What is the opportunity? We are seeking self-motivated, highly driven, and entrepreneurial individuals to join our Ontario North 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 understanding of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products will enable 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 that rewards great people and ideas and encourages teamwork. Your success contributes to our collective success. 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 evolving needs.
2. Promote a client-first mindset in a digital environment by meeting clients at their convenience.
3. Develop and strengthen 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 network by leveraging market opportunities and referrals from approved centres 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 it
• 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? We thrive on the challenge to be our best, foster progressive thinking, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We value each other, support personal growth, make a difference in our communities, and pursue mutual success.

• The resources and support needed to develop your client portfolio and advance your career goals
• 3 weeks paid vacation
• A comprehensive compensation package and incentives recognizing strong performance
• Flexible health benefits allowing personalized coverage options
• Employee savings, profit-sharing, and pension plans for financial security
• Outstanding training programs and career development opportunities

RBC is committed to supporting flexible work arrangements where possible. Details will be discussed with the Hiring Manager.