Life & Wealth Insurance Advisor — Consultative Sales Growth

RBC; Vancouver; On-site; CAD 35,000 - 50,000; Full time

Job summary

A leading financial institution in Vancouver is seeking a self-motivated Life & Wealth Advisor to provide integrated insurance planning and advice. This role involves connecting with clients, promoting a client-first mindset, and deepening relationships using Salesforce. Candidates should possess a post-secondary degree and have sales experience in the insurance industry. The position offers a competitive salary and benefits package, including three weeks paid vacation.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Pension options

Qualifications

• Must have a Life/A&S License (HLLQP/LLQP), or willingness to complete before start date.
• 1-2+ years’ professional sales experience in the Insurance Industry.
• An existing network of referrals and approved centers of influence.

Responsibilities

• Connect with clients to offer comprehensive insurance and financial advice.
• Develop and deepen client relationships using Salesforce and other tools.
• Increase external networks by capitalizing on market opportunities.

Skills

Business development

Client relationships

Sales experience

Digital literacy

Communication

Education

Post-secondary degree or equivalent

Job description

A leading financial institution in Vancouver is seeking a self-motivated Life & Wealth Advisor to provide integrated insurance planning and advice. This role involves connecting with clients, promoting a client-first mindset, and deepening relationships using Salesforce. Candidates should possess a post-secondary degree and have sales experience in the insurance industry. The position offers a competitive salary and benefits package, including three weeks paid vacation.