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Insurance Advisor Life, Health

2 months ago

Belleville, Ontario, Canada RBC Full time
About the Role

We are seeking a highly motivated and driven individual to join our Eastern Ontario Field Sales team at RBC Insurance. 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
  1. Client Relationship Building: 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. Digital Engagement: Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them.
  3. Relationship Development: 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 centers of influence.
  6. Business Review and Adjustment: Regularly review individual business results and adjust activities as required to meet established targets.
Requirements
  1. Education: Post-secondary degree or equivalent.
  2. Business Development Skills: Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed.
  3. Client Relationship Management: The ability to develop and maintain strong client relationships.
  4. Professional Certifications: Life/A&S License (HLLQP/LLQP), or the willingness to complete.
  5. Industry Experience: 1-2+ years' professional sales experience in the Insurance Industry.
  6. Network and Referrals: An existing network of referrals and approved centers 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. Benefits: 3 weeks paid vacation, comprehensive compensation package, incentives, flexible health benefits, employee savings, profit-sharing, and pension options.
  3. Training and Development: Outstanding training programs and opportunities for career development.