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Insurance Advisor Life, Health
2 months ago
Job Title: Field Sales Representative
Company: RBC Insurance
Job Summary:
We are seeking a highly motivated and entrepreneurial Field Sales Representative to join our team at RBC Insurance. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to clients, leveraging your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products.
Key Responsibilities:
- Connect with clients to understand their life events and offer comprehensive insurance and financial advice
- Promote a client-first mindset in a digital environment, meeting clients when it is most convenient for them
- Develop and deepen client relationships using Salesforce and other compliant customer tools/electronic forms
- Contribute to and be accountable for team sales success through individual sales goals
- Increase external networks by capitalizing on market opportunities and referrals from approved centres of influence
- Regularly review individual business results and adjust activities as required to meet established targets
Requirements:
- Post-secondary degree or equivalent
- Business development and prospecting skills with a goal-oriented attitude and strong ambition to succeed
- Ability to develop and maintain strong client relationships
- Life/A&S License (HLLQP/LLQP), or willingness to complete
- 1-2+ years' professional sales experience in the Insurance Industry
- Existing network of referrals and approved centres of influence
- Digital literacy using a variety of systems and tools
Preferred Qualifications:
- Industry Designations: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
What We Offer:
- Resources and support to develop client portfolio and advance career goals
- Comprehensive compensation package and incentives for strong performance
- Flexible health benefits and employee savings options
- Outstanding training programs and opportunities for career development
Our Culture:
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.
Why Join Us:
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
