Insurance Advisor Life, Health & Wealth

0000050824 RBC Life Insurance Company; Ottawa; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading company, RBC Life Insurance, seeks entrepreneurial self-motivated individuals to join their Field Sales team as Insurance Advisors in Ottawa. Successful candidates will provide comprehensive insurance planning to clients, supported by robust internal resources, while enjoying a culture of collaboration and teamwork. The role demands strong client relationship skills and a proactive sales approach, with extensive training and career development opportunities available.

Benefits

Comprehensive compensation package and incentives

Flexible health benefits

Employee savings, profit-sharing, and pension options

Outstanding training programs and opportunities for career development

Qualifications

• Must have a Life / A&S License (HLLQP / LLQP) or willingness to complete prior to the start date.
• Experience in business development and prospecting.

Responsibilities

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

Skills

Communication

Customer Knowledge

Sales

Perseverance and Follow-Through

Education

Post-secondary degree or equivalent

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 Insurance Advisor Life, Health & Wealth (HLLQP / LLQP) you 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 provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We’re proud to 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?

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
• Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
• Develop and deepen client relationships with the use of Salesforce and other compliant customer tools / electronic forms
• Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
• Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
• Regularly review individual business results and adjust activities as required to meet established 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
• Life / A&S License (HLLQP / LLQP) or the willingness to complete it prior to start date
• Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
• The ability to develop and maintain strong client relationships
• Professional sales experience with an entrepreneurial minsdet
• An existing network of referrals and approved centres of influence
• Digital literacy using a variety of systems and tools

Nice to have

• Professional sales experiencein the Insurance industry
• 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, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• The resources and support you need to develop your client portfolio and advance your career goals
• A comprehensive compensation package and incentives that recognize strong performance
• Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
• Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
• Outstanding training programs and opportunities for career development
• RBCI software tools to boost your productivity

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager#LI-Hybrid#LI-ML1 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 :

2212 BANK ST : OTTAWA

City : OTTAWA

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : INSURANCE

Job Type : Regular

Posted Date : 2025-03-20

Application Deadline :

2025-06-30 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Insurance Advisor • OTTAWA, Ontario, Canada