Life Insurance Specialist
2 weeks ago
Job Summary
We are seeking a highly motivated and entrepreneurial individual to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.
Key Responsibilities
- 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 centres 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 a 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.
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.
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