Life & Health Insurance Advisor | Grow Wealth & Client Trust

RBC Insurance Group; Charlottetown; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings and pension options

Outstanding training programs

Job summary

RBC Insurance Group in Charlottetown, Canada seeks an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) to provide integrated insurance planning to referrals and new clients. You will leverage your network, promote a client-first digital approach, and work with internal partners to deepen client relationships.

Success comes from prospecting, completing the HLLQP/LLQP, and delivering tailored RBC Life, Whole Life, Living Benefits, and Wealth solutions while meeting sales targets and

Qualifications

• Post-secondary degree or equivalent.
• Life/A&S License (HLLQP/LLQP) or willingness to complete prior to start date.
• Business development and prospecting skills with a goal-oriented attitude.
• The ability to develop and maintain strong client relationships.
• Professional sales experience with an entrepreneurial mindset.
• An existing network of referrals and approved centres of influence.
• Digital literacy using a variety of systems and tools.

Responsibilities

• Connect with clients through discovery to understand life events and offer comprehensive insurance and financial advice.
• Promote a client-first mindset in a digital environment by meeting clients at their convenience.
• Develop and deepen client relationships with Salesforce and compliant tools.
• Contribute to and be accountable for team sales success through individual targets.
• Increase external networks through market opportunities and referrals.
• Regularly review results and adjust activities to meet targets.
• Deliver on RBC's vision to be among the world’s most trusted financial institutions.

Skills

Sales experience

Entrepreneurial mindset

Client relationship skills

Digital literacy

Networking

Education

Post-secondary degree or equivalent

Life/A&S License (HLLQP/LLQP) or willingness to complete

Job description

RBC Insurance Group in Charlottetown, Canada seeks an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) to provide integrated insurance planning to referrals and new clients. You will leverage your network, promote a client-first digital approach, and work with internal partners to deepen client relationships.

Success comes from prospecting, completing the HLLQP/LLQP, and delivering tailored RBC Life, Whole Life, Living Benefits, and Wealth solutions while meeting sales targets and