Insurance Advisor, Life, Health & Wealth

RBC Insurance; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established financial institution is looking for driven individuals to join their Field Sales team as Life & Wealth Advisors. This role involves providing comprehensive insurance planning and advice, leveraging a strong network and internal referrals. You'll connect with clients, understand their needs, and offer tailored solutions. With a focus on client-first service, you'll have the opportunity to grow your portfolio while benefiting from extensive training and support. This is a fantastic chance to advance your career in a dynamic and rewarding environment.

Benefits

Flexible Health Benefits

Employee Savings

Profit-Sharing

Pension Options

Outstanding Training Programs

Career Development Opportunities

Innovative Mobile Technology

Qualifications

• At least 2 years of professional sales experience in insurance.
• Must have a Life/A&S License (HLLQP/LLQP).

Responsibilities

• Connect with clients to understand their life events and offer advice.
• Develop and maintain strong client relationships.

Skills

Business Development

Sales Experience

Client Relationship Management

Communication Skills

Prospecting Skills

Education

Post-secondary Degree

Life/A&S License (HLLQP/LLQP)

Tools

Salesforce

CRM Systems

Job description

Insurance Advisor, Life, Health & Wealth

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Regional Director - Financial District at RBC Insurance

What is the opportunity?

We are seeking 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 understanding of RBC Insurance's full suite of Life, Living Benefits, Wealth, and Travel products enables you to offer valuable solutions tailored to your clients' needs. You will prospect and network actively, supported by internal partners who refer clients to you and assist in deepening client relationships through effective opportunity spotting and honest sales practices. We foster a culture that rewards great people and ideas and encourages teamwork. Your success contributes to our collective success. Join us.

What will you do?

• Connect with clients through discovery to understand their life events and offer comprehensive insurance and financial advice aligned with their current and evolving needs.
• Promote a client-first approach by meeting clients at their convenience (home, office, RBC Insurance store).
• Develop and strengthen client relationships using Salesforce and other compliant customer tools.
• Contribute to and be accountable for your team’s sales success by achieving individual sales goals.
• Expand your external network by leveraging market opportunities and referrals from approved centers of influence.
• Regularly review your business results and adjust activities to meet targets.
• Support RBC’s vision to be among the world’s most trusted and successful financial institutions.

What do you need to succeed?

• A goal-oriented attitude with strong ambition to succeed.
• Honesty, integrity, and a client-first mindset.
• Business development and prospecting skills.
• A keen interest in learning and understanding client needs.
• The ability to develop and maintain strong client relationships.
• Excellent communication skills and motivational abilities.
• Flexibility to work non-standard hours, including evenings and weekends.

Must have

• Post-secondary degree or equivalent.
• Life/A&S License (HLLQP/LLQP).
• At least 2 years of professional sales experience, preferably in insurance.
• An existing network of referrals and approved centers of influence.
• Competency with CRM systems; experience with Salesforce is an asset.
• A valid driver’s license, proper automobile insurance, and access to a vehicle.

Nice to have

• Fluency in another language besides English.
• Industry designations such as CFP, CLU, or CHS are preferred.

What’s in it for you?

• Resources and support to develop your client portfolio and advance your career.
• A comprehensive compensation package with incentives recognizing strong performance.
• Flexible health benefits tailored to your needs.
• Employee savings, profit-sharing, and pension options for financial growth.
• Outstanding training programs and career development opportunities.
• Innovative mobile technology to support field success.

FS100

About RBC

Royal Bank of Canada is Canada’s largest bank and a leading global financial institution. We provide a wide range of financial services worldwide, including personal and commercial banking, wealth management, insurance, investor services, and capital markets. With over 80,000 employees, we serve more than 16 million clients across Canada, the U.S., and 37 other countries. For more information, visit rbc.com.

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Inclusion and Equal Opportunity Employment

RBC is committed to diversity and inclusion. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, Indigenous status, or any other protected characteristic. Accommodations are available upon request during the application process.

Job Details

City: Toronto

Address: 155 Wellington

Work Hours/Week: 37.5

Work Environment: Insurance Centre

Employment Type: Permanent

Career Level: Experienced Hire/Professional

Pay Type: Salary + Commission

Required Travel (%): 26-50

Exempt/Non-Exempt: N/A

People Manager: No

Application Deadline: 03/27/2020