Financial Services Specialist

2 weeks ago

Brampton, Ontario, Canada Royal Bank of Canada> Full time

About the Opportunity

We are seeking a highly motivated and driven individual to join our 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.

As a Financial Services Specialist, you will have the drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products. This enables you to provide valuable solutions to your clients based on their needs. You will work alongside internal partners who support you in deepening your client relationships through effective opportunity spotting and honest sales practices.

RBC is committed to creating a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us to thrive in a dynamic environment where you can grow your career and make a meaningful impact.

Your Key Responsibilities

  • 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 centres of influence.
  • Regularly review individual business results and adjust activities as required to meet established targets.
  • Deliver on RBC's vision to be among the world's most trusted and successful financial institutions.

What We Offer

  • 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.

Our Ideal Candidate

  • Post-secondary degree or equivalent.
  • Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed.
  • The ability to develop and maintain strong client relationships.
  • Life/A&S License (HLLQP/LLQP), or the willingness to complete.
  • 2+ years' proven sales experience.
  • An existing network of referrals and approved centres of influence.
  • Digital literacy using a variety of systems and tools.

Salary:$80,000 - $120,000 per year, depending on experience.

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