Insurance Advisor

1 month ago


Barrie ON, Canada RBC Insurance Full time

About the jobWhat is the opportunity?We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance. 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?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team's sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centers of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBC’s vision to be among the world’s most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP), or willingness to complete1-2+ years’ professional sales experience in the Insurance IndustryAn existing network of referrals and approved centers of influenceDigital literacy using a variety of systems and toolsNice to haveIndustry 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks of paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career development


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