Life & Wealth Advisor — Insurance & Financial Planning

0000050824 RBC Life Insurance Company; Trois-Rivières; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial services provider is seeking a Life & Wealth Advisor to join their Field Sales team. This role involves providing integrated life insurance planning and advice to clients, utilizing a strong network of referrals and prospecting. Ideal candidates will have a post-secondary degree, a Life License, and a robust approach to sales. The role offers substantial support for business development and flexibility in the work environment.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings, profit-sharing, and pension options

Outstanding training programs

Qualifications

• Post-secondary degree or equivalent required.
• Life License (HLLQP / LLQP) must be obtained before start.
• Proven sales experience preferred, especially in insurance.

Responsibilities

• Connect with clients to understand their needs and provide insurance advice.
• Promote a client-first mindset in a digital environment.
• Develop client relationships through Salesforce and other tools.

Skills

Business development and prospecting skills

Strong client relationship management

Sales experience

Digital literacy

Entrepreneurial mindset

Education

Post-secondary degree or equivalent

Life License (HLLQP / LLQP)

Job description

A major financial services provider is seeking a Life & Wealth Advisor to join their Field Sales team. This role involves providing integrated life insurance planning and advice to clients, utilizing a strong network of referrals and prospecting. Ideal candidates will have a post-secondary degree, a Life License, and a robust approach to sales. The role offers substantial support for business development and flexibility in the work environment.