Life, Health & Wealth Advisor — Grow Your Client Book

RBC Insurance Group

Arnprior

On-site

CAD 65,000 - 105,000

Full time

5 days ago
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Job summary

RBC Insurance Group in Ottawa is seeking self-motivated Field Sales professionals to join our team as accredited Life, Health & Wealth Advisors (HLLQP/LLQP). You will provide integrated life insurance planning and advice to your referrals and new RBC clients.

You will prospect, network, and grow a new book of business, nurture client relationships using Salesforce, and align solutions to changing needs with a client-first mindset.

Qualifications

  • Business development and prospecting required.
  • 2+ years of professional sales experience.
  • Ability to build and maintain client relationships.
  • Life/Accident & Sickness license (HLLQP/LLQP) or willingness to obtain.
  • Post-secondary degree or equivalent.
  • Digital literacy with various systems and tools.
  • Valid Canadian driver's license and own vehicle.

Responsibilities

  • Prospect and grow a new book of business.
  • Meet clients and provide integrated insurance and wealth advice.
  • Develop relationships with referrals and centers of influence.
  • Use Salesforce and other tools to manage client activity.
  • Meet sales targets and contribute to team success.

Skills

Business development
Sales experience
Client relationships
License: HLLQP/LLQP

Education

Post-secondary degree or equivalent

Job description

RBC Insurance Group in Ottawa is seeking self-motivated Field Sales professionals to join our team as accredited Life, Health & Wealth Advisors (HLLQP/LLQP). You will provide integrated life insurance planning and advice to your referrals and new RBC clients.

You will prospect, network, and grow a new book of business, nurture client relationships using Salesforce, and align solutions to changing needs with a client-first mindset.

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