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Insurance Advisor Life, Health

2 months ago

Barrie, Ontario, Canada RBC Full time
About the Opportunity

We are seeking a highly motivated and entrepreneurial individual to join our Ontario North Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life & Wealth, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.

Key Responsibilities
  1. Client Relationship Development: 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.
  2. Client-Centric Approach: Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them.
  3. Relationship Building: Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms.
  4. Team Sales Success: Contribute to and be accountable for your team sales success through the achievement of your individual sales goals.
  5. External Network Development: Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence.
  6. Business Results Review: Regularly review individual business results and adjust activities as required to meet established targets.
Requirements
  1. Post-Secondary Education: Post-secondary degree or equivalent.
  2. Business Development Skills: Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed.
  3. Client Relationship Management: The ability to develop and maintain strong client relationships.
  4. Insurance License: Life/A&S License (HLLQP/LLQP), or the willingness to complete.
  5. Professional Sales Experience: 1-2+ years' professional sales experience in the Insurance Industry.
  6. Existing Network: An existing network of referrals and approved centres of influence.
  7. Digital Literacy: Digital literacy using a variety of systems and tools.
What We Offer
  1. Resources and Support: The resources and support you need to develop your client portfolio and advance your career goals.
  2. Comprehensive Compensation Package: A comprehensive compensation package and incentives that recognize strong performance.
  3. Flexible Health Benefits: Flexible health benefits that allow you to choose the level of coverage that is right for you and your family.
  4. Employee Savings and Pension Options: Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security.
  5. Outstanding Training Programs: Outstanding training programs and opportunities for career development.