Insurance Advisor Life Health

7 days ago

Collingwood, Ontario, Canada RBC Full time
Job Summary

We are seeking a highly motivated and experienced Life and Health Insurance Advisor to join our team at RBC. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to our clients, helping them to achieve their financial goals.

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 by meeting clients when it is most convenient for them.
  • Develop and deepen client relationships using Salesforce and other compliant customer tools.
  • 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 centers 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.
  • 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.

What We Offer:

  • 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.

Job Skills: 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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