Insurance Advisor Life Health

1 month ago

Saskatoon, Saskatchewan, Canada RBC Life Insurance Company Full time

Job Opportunity:

As a Life and Wealth Advisor at RBC Life Insurance Company, you will provide integrated life insurance planning and advice to clients, leveraging your expertise in RBC Insurance Life, Whole Life, Living Benefits, and Wealth products. You will work closely with internal partners to deepen client relationships and identify new opportunities.

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, meeting clients at their convenience.
  • Develop and deepen client relationships using Salesforce and other compliant customer tools.
  • Contribute to team sales success by achieving individual sales goals.
  • Expand your external network by capitalizing on market opportunities and referrals from approved centers of influence.
  • Regularly review business results and adjust activities to meet established targets.

Requirements:

  • Post-secondary degree or equivalent.
  • Business development and prospecting skills with a goal-oriented attitude.
  • Ability to develop and maintain strong client relationships.
  • Life/A&S License (HLLQP/LLQP) or willingness to complete before 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 various systems and tools.

Preferred Qualifications:

  • Fluent in English and other languages.
  • Great communication skills.
  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).

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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