Life, Health & Wealth Advisor — Grow Your Client Book

RBC Insurance; Saskatoon; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive compensation package

Flexible health benefits

Training programs

RBCI software tools

Job summary

RBC Insurance is seeking self-motivated, entrepreneurial individuals for its Field Sales team. As an accredited Life, Health & Wealth Advisor you provide integrated life insurance planning and advice to referrals and RBC clients, supported by internal partners to deepen client relationships.

You will prospect, build a new book of business, and use Salesforce to manage client relationships while meeting clients at their convenience. Join a growing, trusted financial institution.

Qualifications

• 2+ years’ professional sales experience.
• 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.
• 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.
• Independently prospect, develop, and grow a new book of business through outreach, networking, and 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 Salesforce and other compliant customer tools/electronic forms.
• Contribute to and be accountable for your team sales success through achieving your 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 as required to meet established targets.
• Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions.

Skills

Business development

Prospecting

Relationship management

Digital literacy

Networking

Education

Post-secondary degree or equivalent

HLLQP/LLQP license

Job description

RBC Insurance is seeking self-motivated, entrepreneurial individuals for its Field Sales team. As an accredited Life, Health & Wealth Advisor you provide integrated life insurance planning and advice to referrals and RBC clients, supported by internal partners to deepen client relationships.

You will prospect, build a new book of business, and use Salesforce to manage client relationships while meeting clients at their convenience. Join a growing, trusted financial institution.