Insurance Advisor Life, Health & Wealth

RBC Insurance; West Kelowna; On-site; CAD 35,000 - 50,000; Full time

Benefits offered by this job

3 weeks paid vacation

Flexible health benefits

Pension options

Employee savings & profit-sharing

Outstanding training programs

Job summary

RBC Insurance is seeking a self-motivated Field Sales Advisor to provide integrated life, health and wealth planning within a broad referral network. You will prospect, build a new book of business, and leverage internal partners to deepen client relationships.

With licenses (HLLQP/LLQP) and 2+ years of sales experience, you will manage client needs using Salesforce and other tools, while achieving individual sales targets in a dynamic market.

Qualifications

• 2+ years’ professional sales experience and a goal-oriented mindset.
• Life/A&S License (HLLQP/LLQP) or willingness to complete before start date.
• Ability to develop and maintain strong client relationships.
• Existing network of referrals and approved centers of influence.
• Post-secondary degree or equivalent and digital literacy with various tools.

Responsibilities

• Connect with clients to understand life events and offer comprehensive insurance and financial advice.
• Prospect, develop, and grow a new book of business through outreach and networking.
• Promote a client-first mindset in a digital environment and meet clients conveniently.
• Develop client relationships using Salesforce and compliant tools.
• Aim to meet individual sales goals and contribute to team success.
• Leverage market opportunities and referrals to expand external networks.
• Regularly review results and adjust activities to hit targets.
• Support RBC’s vision as a trusted financial institution.

Skills

Sales experience

Business development

Client relationship management

License HLLQP/LLQP

Network of referrals

Digital literacy

Driver's license

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.

Job Description

As an accredited Life, Health & Wealth Advisor (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
• Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
• 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 centers 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

• Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed
• 2+ years’ professional sales experience
• Ability to develop and maintain strong client relationships
• Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date
• An existing network of referrals and approved centers of influence
• Post-secondary degree or equivalent
• Digital literacy using a variety of systems and tools
• Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area

Nice to have

• Fluent in English + other language
• Great communication skills
• 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
• 3 weeks paid vacation
• 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

The expected base salary range for this particular position is $35,000 - $50,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value.

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

2925 VIRTUAL WAY:VANCOUVER

City

Vancouver

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

INSURANCE

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-07-9

Application Deadline

2026-10-02

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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