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Insurance Advisor

2 months ago

Edmonton, Alberta, Canada Royal Bank of Canada Full time

Job Summary

Job Opportunity

What is the role?

We are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As a Life Insurance Advisor, you will provide integrated life insurance planning and advice to clients, leveraging your expertise to deliver valuable solutions that meet their needs. Your drive to understand the full suite of life insurance products will enable you to build strong relationships with clients and help them achieve their financial goals.

Key Responsibilities

  • Connect with clients to understand their life events and offer comprehensive insurance and financial advice that aligns with 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 using Salesforce and other compliant customer tools and electronic forms.
  • Contribute to and be accountable for team sales success through the achievement of 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 the willingness to complete.
  • 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.

Preferred Qualifications

  • 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.