Life & Wealth Advisor
1 month ago
What is the Opportunity?
As an accredited Life & Wealth Advisor (HLLQP/LLQP), you will provide integrated life insurance planning and advice to your existing network of referrals and new clients. Your drive to understand the full suite of RBC Insurance products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help deepen your client relationships through effective opportunity spotting and honest sales practices.
What Will You Do?
- 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 centers of influence.
- Regularly review individual business results and adjust strategies as needed.
What Are We Looking For?
- A strong understanding of the life insurance industry and its products.
- Excellent communication, interpersonal, and presentation skills.
- Proven ability to build and maintain client relationships.
- Self-motivation and a results-oriented approach.
- Strong analytical and problem-solving skills.
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