Life & Wealth Advisor: Grow Your Book of Business

RBC Insurance Group; Outaouais; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation & incentive

Flexible health benefits

Employee savings, profit-sharing & pen

Outstanding training & career dev

Job summary

RBC Insurance Group in Montréal seeks a self-motivated Life, Health & Wealth Advisor to provide integrated insurance planning to referrals and new RBC clients. You’ll be accredited (HLLQP/LLQP) and drive solutions across RBC Life, Whole Life, Living Benefits, and Wealth products.

You will independently prospect, build a new book of business, and deepen client relationships using digital tools and compliant forms. Fluency in French is required.

Qualifications

• Business development and prospecting skills with a goal-oriented attitude.
• 2+ years of professional sales experience.
• Ability to develop and maintain strong client relationships.
• Life/AD&D license (HLLQP/LLQP), or willingness to complete before start date.
• Existing network of referrals and 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.
• Fluency in French.

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 and networking.
• Promote a client-first mindset in a digital environment by meeting clients at their convenience.
• Develop and deepen client relationships using Salesforce and compliant tools.
• Contribute to team sales success by achieving individual sales goals.
• Increase external networks via market opportunities and referrals.
• Regularly review individual business results and adjust activities to meet targets.
• Deliver RBC’s vision to be a trusted and successful financial institution.

Skills

Business development

Sales

Client relationships

French fluency

Digital literacy

Valid driver’s license

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

RBC Insurance Group in Montréal seeks a self-motivated Life, Health & Wealth Advisor to provide integrated insurance planning to referrals and new RBC clients. You’ll be accredited (HLLQP/LLQP) and drive solutions across RBC Life, Whole Life, Living Benefits, and Wealth products.

You will independently prospect, build a new book of business, and deepen client relationships using digital tools and compliant forms. Fluency in French is required.