Insurance Advisor Life, Health

2 days ago

Edmonton, Alberta, Canada Royal Bank of Canada Full time

We are seeking a highly motivated and entrepreneurial Life & Wealth Advisor to join our Field Sales team at RBC Insurance.

This role involves providing integrated life insurance planning and advice to clients, leveraging a full-suite of RBC Insurance products to deliver valuable solutions.

As a successful candidate, you will be responsible for connecting with clients, promoting a client-first mindset, and developing and deepening client relationships.

You will also contribute to team sales success, increase your external networks, and regularly review individual business results to meet established targets.

Key responsibilities include:

  • Connecting with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice
  • Promoting a client-first mindset in a digital environment by meeting clients when it is most convenient for them
  • Developing and deepening client relationships with the use of Salesforce and other compliant customer tools/electronic forms
  • Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
  • Increasing your external networks by capitalizing on market opportunities and referrals from approved centres of influence
  • Regularly reviewing individual business results and adjusting activities as required to meet established targets

Key requirements include:

  • Post-secondary degree or equivalent
  • Business development and prospecting skills with a goal-oriented attitude and strong ambition to succeed
  • The ability to develop and maintain strong client relationships
  • Life/A&S License (HLLQP/LLQP), or the willingness to complete
  • 1-2+ years' professional sales experience in the Insurance Industry
  • An existing network of referrals and approved centres of influence
  • Digital literacy using a variety of systems and tools

Preferred qualifications include:

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

We offer a comprehensive compensation package and incentives that recognize strong performance, flexible health benefits, employee savings, profit-sharing, and pension options, and outstanding training programs and opportunities for career development.

RBC is committed to supporting flexible work arrangements when and where available.

Key skills include:

  • Communication
  • Competitive Markets
  • Cross-Selling
  • Customer Knowledge
  • Customer Needs
  • Interpersonal Relationship Management
  • Life Insurance
  • Perseverance and Follow-Through
  • Sales
  • Sales Activities

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