Life, Health & Wealth Insurance Pro

RBC; Winnipeg; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings, pension options

Job summary

RBC Insurance in Winnipeg is seeking a self-motivated Insurance Field Sales Advisor to provide holistic life, health, and wealth guidance. You will connect with clients, prospect a new book of business, and leverage referrals to grow your network while you work within a digital-first environment.

The role emphasizes client-focused service, extensive relationship building, and maintaining an up-to-date knowledge of RBC Insurance products.

Qualifications

• 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 traveling to meet clients within a designated area.

Responsibilities

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns with 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.

Skills

Business development

Sales experience

Client relationship management

Digital literacy

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

RBC Insurance in Winnipeg is seeking a self-motivated Insurance Field Sales Advisor to provide holistic life, health, and wealth guidance. You will connect with clients, prospect a new book of business, and leverage referrals to grow your network while you work within a digital-first environment.

The role emphasizes client-focused service, extensive relationship building, and maintaining an up-to-date knowledge of RBC Insurance products.