Insurance Advisor Life, Health
5 days ago
Job Description What is the opportunity? 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. We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us What will you do? 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 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 Regularly review individual business results and adjust activities as required to meet established targets Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions What do you need to succeed? Must have Post-secondary degree or equivalent Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed The ability to develop and maintain strong client relationships Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date 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 Nice to have Fluent in English + other language Great communication skills Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist) 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. The resources and support you need to develop your client portfolio and advance your career goals 3 weeks paid vacation 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 RBCI software tools to boost your productivity Job Skills Communication, Competitive Markets, Cross‑Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow‑Through, Sales, Sales Activities Additional Job Details Address: 55 BRYNE DR:BARRIE City: Barrie Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: INSURANCE Job Type: Regular Pay Type: Salaried Posted Date: 2025-02-28 Application Deadline: 2026-02-02 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. 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. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. #J-18808-Ljbffr
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Digital-First Life
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Oro-Medonte, Canada RBC Full timeA leading financial institution in Simcoe County is seeking an accredited Life & Wealth Advisor to provide integrated life insurance planning and advice. This role involves developing client relationships, promoting digital client interactions, and achieving individual sales goals. The ideal candidate has a post-secondary degree, a passion for sales, and 1-2...
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