Life, Health & Wealth Advisor – Field Sales

RBC Insurance Group; Saint-Constant; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation & incentive

Flexible health benefits

Employee savings, profit-sharing & 401

Training programmes & career dev

RBCI software tools

Job summary

RBC Insurance Group is seeking self-motivated Field Sales professionals in Montréal, Canada, to advise on Life/Health/Wealth products and build a new client book. You will prospect, network, and leverage Salesforce to deepen client relationships while meeting clients at their convenience.

The role requires a Life license (HLLQP/LLQP) or willingness to obtain before start, a post-secondary degree, and fluency in French. A driver’s license and vehicle are needed for regional travel.

Qualifications

• 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
• Fluency in French

Responsibilities

• Connect with clients to understand life events and advise on integrated insurance and wealth products.
• Prospect, develop, and grow a new book of business through outreach and networking.
• Promote client-first mindset in a digital environment by meeting clients when it is most convenient for them.
• Develop client relationships using Salesforce and compliant tools/electronic forms.
• Contribute to and be accountable for your team sales success through achieving individual sales goals.
• Increase external networks by capitalizing on market opportunities and referrals from approved centers of influence.
• Regularly review individual business results and adjust activities to meet targets.

Skills

Business development

Sales experience

Client relationships

Digital literacy

French

Driver's license

Education

Post-secondary degree

Tools

Salesforce

Job description

RBC Insurance Group is seeking self-motivated Field Sales professionals in Montréal, Canada, to advise on Life/Health/Wealth products and build a new client book. You will prospect, network, and leverage Salesforce to deepen client relationships while meeting clients at their convenience.

The role requires a Life license (HLLQP/LLQP) or willingness to obtain before start, a post-secondary degree, and fluency in French. A driver’s license and vehicle are needed for regional travel.