Insurance Sales Desk Representative

2 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Insurance Sales Desk Representative

What is the opportunity?


You will be joining an existing team of insurance professionals to provide insurance-based solutions to clients of RBC Wealth Management.

You will also be expected to become familiar with Individual Life and Living Benefits products available through our approved list of insurance suppliers (currently BMO Life, Canada Life, Empire Life, Equitable Life, Manulife, RBC Insurance, and Sun Life Financial).

Some flexibility around work arrangements can be provided.

What will you do?

  • Receive direct referrals from EPS and IA's for which you will be expected to provide professional and knowledgeable sales and service support, thereby contributing to new sales and maintenance of existing business
  • Use internal software to package insurance products/concepts, communicate, plan and develop cases work
  • Analyze client cases and make appropriate recommendations
  • Keep abreast of new life insurance product developments
  • Keep a log of current insurance opportunities and ensure followup with RBC Wealth Management professionals
  • Manage pending cases and take the appropriate actions to oversee the successful completion of the case
  • Build and maintain strong relationships with Investment Advisors (IA), Associate IA's, Financial Planners, Wholesalers, and other internal & external partners
  • Execute initiatives to generate new sale opportunities
  • Deliver policy to clients
  • Flexible and willing to perform other tasks as assigned

What do you need to succeed?

Must-Have

  • Excellent communication skills in English, both written and verbal
  • Highly organized with great attention to details
  • Life Insurance Licence (LLQP)
  • A minimum of 1 years' experience in the insurance industry
  • Comprehensive knowledge of Life and Living Benefits Insurance Products

Nice-to-Have

  • A minimum of 2 to 3 years' experience dealing with highnetworth clients
  • Familiarity with using software and eplatforms of various insurance companies, as most transactions will be processed electronically
  • Life Insurance Licenced in various jurisdictions

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.


  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and highperforming team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Access to a variety of job opportunities across business and geographies

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.


Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Insurance Sales Representative

    2 weeks ago

    Toronto, Ontario, Canada Christina Jude Insurance & Financial Services Inc. Full time

    Education: Secondary (high) school graduation certificate Experience: 2 years to less than 3 yearsAsset languages: Sinhala; Sinhalese TamilWork setting: Onsite customer serviceTasks: Establish client insurance coverage, calculate premiums and establish method of payment Provide information concerning group and individual insurance packages, the range of risk...

  • Licensed Disability Insurance Agent

    2 weeks ago

    Toronto, Ontario, Canada Westland Insurance Full time

    We're searching for a Senior Commercial Insurance Marketing Broker. Westland Insurance Group Ltd is growing and has a new?opportunity for a Senior Commercial Insurance Marketing Broker in our Toronto, ON office. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As a...

  • Insurance Service Desk Advisor

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As the Insurance Service Desk Advisor (ISDA) your primary focus would be to review all Life and Living Benefit insurance files for risk and compliance held by RBC Financial Wealth Management Services Inc. In addition you will liaise and work with Investment Advisors/Regional Sales Network in order to facilitate an easy...

  • Inside Sales Representative

    2 weeks ago

    Toronto, Ontario, Canada Quincaillerie Richelieu Ltee Full time

    Who are we?Richelieu Hardware is a North American leader and an agent for change in a dynamic and creative industry. We are an importer, distributor and manufacturer of specialty hardware and complementary products. Our customers _More than 100,000 customers inNorth America: kitchen and bathroom cabinet, storage and closet, home furnishing and office...

  • Life Insurance Sales Agent

    4 weeks ago

    Toronto, Ontario, Canada American Income Life AO - Lauretta Bawo Full time

    Job Description:We are seeking a dynamic and self-motivated individual to join our team as a Sales Representative for Life Insurance. As a sales representative, you will be responsible for promoting and selling our life insurance products to potential clients. You will play a crucial role in expanding our customer base and achieving sales...

  • Life Insurance Sales Agent

    2 months ago

    Toronto, Ontario, Canada American Income Life AO - Lauretta Bawo Full time

    Job Description:We are seeking a dynamic and self-motivated individual to join our team as a Sales Representative for Life Insurance. As a sales representative, you will be responsible for promoting and selling our life insurance products to potential clients. You will play a crucial role in expanding our customer base and achieving sales...

  • Sales Development Representative

    2 weeks ago

    Toronto, Ontario, Canada Quickpass Cybersecurity Full time

    SDRWho we areQuickpass Cybersecurity ("CyberQP") is a rapidly growing venture backed Software as a Service (SAAS) provider of Helpdesk Security Automation and Privileged Access Management (PAM) solutions for the Managed IT Services (MSP) industry. MSPs in 13 countries depend on Quickpass to deliver its critical solutions.CyberQP offers two products:Q Desk...

  • Senior Commercial Insurance Marketing Broker

    2 weeks ago

    Toronto, Ontario, Canada Westland Insurance Full time

    Please apply on We're searching for a Senior Commercial Insurance Marketing Broker. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new?opportunity for a Senior Commercial Insurance Marketing Broker in our Toronto, ON office. Discover what's possible, with Westland.?? The Westland story is all about...

  • Independent Sales Representative

    4 weeks ago

    Toronto, Ontario, Canada American Income Life AO - Lauretta Bawo Full time

    Job Description:We are seeking a dynamic and self-motivated individual to join our team as a Sales Representative for Life Insurance. As a sales representative, you will be responsible for promoting and selling our life insurance products to potential clients. You will play a crucial role in expanding our customer base and achieving sales...

  • Independent Sales Representative

    2 months ago

    Toronto, Ontario, Canada American Income Life AO - Lauretta Bawo Full time

    Job Description:We are seeking a dynamic and self-motivated individual to join our team as a Sales Representative for Life Insurance. As a sales representative, you will be responsible for promoting and selling our life insurance products to potential clients. You will play a crucial role in expanding our customer base and achieving sales...

  • Insurance Broker

    2 weeks ago

    Toronto, Ontario, Canada Levitt Insurance Brokers Full time

    Imagine working from home and making 6 figures as an insurance broker. Wow You'll be working for an exciting, entrepreneurial, forward-thinking insurance brokerage. In the past 7 years, we've seen sustained growth, and have become an online digital brokerage.We have two types of roles at this time: Producer role or a CSR role in our Commercial Lines team. As...

  • Insurance Agent

    2 weeks ago

    Toronto, Ontario, Canada Billyard Insurance Courtice Full time

    Looking for a sales driven personal and commercial lines producer, with or without your own book of business, to join the team at Billyard Insurance Group in Courtice, ON.Must be committed to providing legendary client service and have an insatiable hunger for closing and attracting clients.Our sales & service producer position requires a sales-oriented and...

  • Junior Sales Development Representative

    2 weeks ago

    Toronto, Ontario, Canada Purple Sales Solutions Inc. Full time

    DescriptionAt Purple Sales Solutions, we help Technology Companies grow faster in the United States, Canada, France and Northern Europe. We provide B2B Lead Generation and Sales services such as appointment setting and sales outsourcing. We manage the global operations from Toronto, with offices in Montreal, New York and a presence in Paris.About the Junior...

  • Customer Service Representative

    2 weeks ago

    Toronto, Ontario, Canada Richard Hall- Desjardins Insurance Agent Full time

    Insurance Account Representative - Desjardins Agent Team Member**Location:Type: Full TimePosition Overview:Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins independent contractor agent may be the career for youResponsibilities: Develop leads, schedule appointments,...

  • Sales Representative

    2 weeks ago

    Toronto, Ontario, Canada Birecruit Full time

    Do you want to join a global skincare brand?If so, Beauty Incubator Recruitment are pleased to announce that we have been retained by one the leading global skincare brands who are looking for an experience Sales Representative.Our client is looking for an enthusiastic and results orientated Sales Representative who shares a passion for the beauty industry...

  • Insurance Broker

    2 weeks ago

    Toronto, Ontario, Canada Billyard Insurance Group Inc. Full time

    Billyard Insurance Group – Mississauga East is hiring an Insurance Broker to join the Mississauga East branch by providing tremendous value and trust to our respectable clients. Billyard Insurance Group – Mississauga East has been recognized as the Top Choice Insurance Brokerage for 2022 and the Personal Lines Growth Brokerage of the Year 2023. Our team...

  • B2b Sales Representative

    2 weeks ago

    Toronto, Ontario, Canada Matwins Full time

    B2B Sales Representative / Account ManagerWe are looking for a consultant or sales representative / account manager who will work closely with management to develop medium and large strategic accounts in Canada and North America.MATWINS is a division of NORAMSOFT, whose main product is visit management software to help companies relieve congestion at their...

  • Representative, Insurance

    2 weeks ago

    Toronto, Ontario, Canada First National Financial Full time

    Working together to be our bestFirst National is Canada's largest non-bank lender, originating and servicing both commercial and residential mortgages since 1988. Over the past 30 years, we have been committed to hiring the best and brightest with over 1,000 proud team members. Through cooperation, ongoing coaching, development opportunities and a culture...

  • Insurance Advisor

    2 weeks ago

    Toronto, Ontario, Canada Westland Insurance Full time

    Insurance Advisor Etobicoke, ON, 5468 Dundas St W, Etobicoke, Ontario, Canada Req #3039 Tuesday, May 28, 2024 We're searching for an Insurance Advisor . Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Etobicoke, ON office . Do you love to talk about...

  • Personal Insurance Advisor

    2 weeks ago

    Toronto, Ontario, Canada BrokerLink Insurance Full time

    Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...