Underwriter, Senior

Equitable; Alberta; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated Life & Wealth Advisor to provide integrated life insurance planning and advice. In this dynamic role, you will leverage your business development skills to connect with clients, understand their unique needs, and offer tailored solutions. With the support of internal partners, you will have the opportunity to deepen client relationships and achieve your sales goals. This role promises a comprehensive compensation package, flexible health benefits, and outstanding training programs, all aimed at fostering your career growth while making a positive impact on clients and communities.

Benefits

Comprehensive compensation package

Flexible health benefits

Employee savings and profit-sharing

Outstanding training programs

Career development opportunities

Qualifications

• 1-2+ years of professional sales experience in the Insurance Industry.
• Must have Life / A&S License (HLLQP / LLQP) or willingness to complete.

Responsibilities

• Connect with clients to provide comprehensive insurance and financial advice.
• Develop and deepen client relationships using Salesforce and other tools.

Skills

Business development skills

Prospecting skills

Client relationship management

Digital literacy

Education

Post-secondary degree

Tools

Salesforce

Job description

As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.

We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!

What will you do?

1. Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs.
2. Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them.
3. Develop and deepen client relationships with the use of Salesforce and other compliant customer tools / electronic forms.
4. Contribute to and be accountable for your team sales success through the achievement of your individual sales goals.
5. Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence.
6. Regularly review individual business results and adjust activities as required to meet established targets.
7. Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions.

What do you need to succeed?

Must have:

1. Post-secondary degree or equivalent.
2. Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed.
3. The ability to develop and maintain strong client relationships.
4. Life / A&S License (HLLQP / LLQP), or willingness to complete before the start date.
5. 1-2+ years’ professional sales experience in the Insurance Industry.
6. An existing network of referrals and approved centers of influence.
7. Digital literacy using a variety of systems and tools.

Nice to have:

1. Fluent in English + other language.
2. Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

1. The resources and support you need to develop your client portfolio and advance your career goals.
2. A comprehensive compensation package and incentives that recognize strong performance.
3. Flexible health benefits that allow you to choose the level of coverage that is right for you and your family.
4. Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security.
5. Outstanding training programs and opportunities for career development.

Job Details

Address: 6204 CURRENTS DR NW, EDMONTON, Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Posted Date: 2023-11-27

Application Deadline: 2024-07-01

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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