Insurance Sales Desk Representative

3 weeks ago

Toronto, 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 follow-up 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 high-net-worth clients
- Familiarity with using software and e-platforms 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 high-performing 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**:
2023-04-03

**Application Deadline**:
2023-04-24

**I**nclusion** 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**

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