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Private Client Insurance Specialist

4 months ago

Toronto, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?

As Private Client Insurance Specialist, you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients. You will provide advice based High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach to protect client’s wealth, possessions and lifestyle. You will also build relationships with Wealth advisors within assigned Wealth Management locations while working with a team of RBC Insurance High Net Worth Specialists to provide HNW clients with complete solutions.

What will you do?

  • Partner with WM advisors to effectively meet their clients individual Home and Auto Insurance needs as part of RBC’s strategy to wrap our arms around our clients

  • Develop and implement business plan for assigned territory in terms of which WM advisors to target, relationship building plans

  • Contribute to and is responsible/accountable for team sales success through achievement of individual sales goal and effectively partner with other team members ( Group Home and Auto Specialist for business owners and Individual Affluent clients)

  • Provide a superior client experience, creating clients as advocates by listening and connecting with them through the use of effective discovery discussions, leading to tailored solutions aligned to our clients’ needs

  • Promote and create an environment that encourages deepening client relationships

  • Communicate and reinforce RBC Vision, National Office and local strategic direction, organizational values and implementation plans

What do you need to succeed?

Must-have

  • RIBO License and/or General Insurance License (Level 2 AB + BC).

  • Minimum 5 years of private client/high net worth experience

  • 1-3 years previous sales experience in property and casualty insurance industry

  • Proven experience with relationship management and collaboration

  • Strong business communication and presentation skills, highly driven and self-motivated with a positive and enthusiastic attitude

  • Remain mobile to accommodate clients and branch meetings (50-75% travel required)

Nice-to-have

  • College or University education

  • CIP Designation, CAIB Designation

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.

  • Ability to make a difference and lasting impact

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-14

Application Deadline:

2024-06-14

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.
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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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