Financial Security Advisor, Insurance Expert

1 week ago


Québec, Quebec, Canada Royal Bank of Canada> Full time

We are seeking self-motivated individuals to join our Field Sales team at RBC Insurance. As a Life & Wealth Advisor, you will provide integrated life insurance planning and advice to clients.

Key Responsibilities:

  • Connect with clients through discovery to understand their life events and offer comprehensive insurance advice.
  • Promote a client-first mindset by meeting clients when it's most convenient for them.
  • Develop and deepen client relationships using Salesforce and other customer tools.
  • Contribute to team sales success by achieving individual sales goals.
  • Increase external networks by capitalizing on market opportunities and referrals from approved centers of influence.
  • Regularly review business results and adjust activities as required to meet established targets.

Requirements:

Must have

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

Nice to have

  • Professional sales experience in the insurance domain.
  • Fluency in English to serve clients with English-speaking needs.
  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).

What's in it for you?

We thrive on progressive thinking to keep growing and working together to deliver trusted advice to help clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • The resources and support you need to develop your client portfolio and advance your career goals.
  • 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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