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Insurance Advisor

4 months ago


Barrie ON, Canada RBC Insurance Full time

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. 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
Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Contribute to and be accountable for your team's sales success through the achievement of your individual sales goals
Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence
Life/A&S License (HLLQP/LLQP), or willingness to complete
~1-2+ years’ professional sales experience in the Insurance Industry
~ An existing network of referrals and approved centers of influence
~ Digital literacy using a variety of systems and tools


Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)


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 goals
~A comprehensive compensation package and incentives that recognize strong performance
~ Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
~ Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
~ Outstanding training programs and opportunities for career development