Financial Security Specialist

1 month ago

TroisRivières, Quebec, Canada Royal Bank of Canada Full time

Job Summary

We are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As a Life & Wealth Advisor, you will provide integrated life insurance planning and advice to clients, leveraging your expertise to deliver valuable solutions that meet their needs.

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 centres of influence.
  • Regularly review business results and adjust activities to meet established targets.

Requirements

  • Post-secondary degree or equivalent.
  • Life License (HLLQP/LLQP) Insurance of persons certification or willingness to complete it prior to start date.
  • Business development and prospecting skills with a goal-oriented attitude and strong ambition to succeed.
  • Ability to develop and maintain strong client relationships.
  • Professional sales experience with an entrepreneurial mindset.
  • Digital literacy using various systems and tools.

What We Offer

  • Resources and support to develop your client portfolio and advance your career goals.
  • Comprehensive compensation package and incentives recognizing strong performance.
  • Flexible health benefits allowing you to choose the level of coverage that suits 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.

Royal Bank of Canada is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

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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