Life & Wealth Insurance Advisor — Field Sales

RBC Insurance Group

Mississauga

On-site

CAD 70,000 - 100,000

Full time

3 days ago

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Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation & Incentive

Flexible health benefits

Employee savings & pension options

Outstanding training programs

RBC software tools

Job summary

RBC Insurance in Canada is seeking a driven Life, Health & Wealth Advisor (HLLQP/LLQP) to provide integrated life insurance planning to referrals and new RBC client acquisitions. You will promote RBC Insurance Life, Whole Life, Living Benefits, and Wealth products to meet client needs.

You will independently prospect, develop, and grow a book of business, using Salesforce and other compliant tools. A valid license or willingness to complete before start, plus a post-secondary degree, are

Qualifications

Business development and prospecting skills with a goal-oriented attitude.
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 travelling to meet clients within a designated area.

Responsibilities

Connect with clients to understand life events and advise on insurance/financial needs.
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 when convenient.
Use Salesforce and compliant tools to manage client relationships.
Contribute to and be accountable for your team sales success through achieving your individual sales goals.
Increase your external networks by leveraging referrals from approved centers of influence.
Regularly review results and adjust activities to meet targets.
Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions.