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Financial Security Specialist
1 month ago
We are seeking a highly motivated and entrepreneurial individual to join our Field Sales team at Royal Bank of Canada. 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- Connect with clients to understand their life events and offer comprehensive insurance and financial advice that aligns with 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 using 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.
- 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 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 within the community.
- Digital literacy using a variety of systems and tools.
- The resources and support you need to develop your client portfolio and advance your career goals.
- 3 weeks paid vacation.
- 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.
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our 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.
