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Insurance Advisor Life, Health

2 months ago


Fredericton, New Brunswick, Canada RBC 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 Insurance Advisor Life, Health & Wealth, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.

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.
Requirements
  • Post-secondary degree or equivalent.
  • Life/A&S License (HLLQP/LLQP) or the willingness to complete it prior to start date.
  • 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.
  • Professional sales experience with an entrepreneurial mindset.
  • An existing network of referrals and approved centres of influence.
  • Digital literacy using a variety of systems and tools.
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.