Insurance Advisor Life, Health Professional

3 weeks ago

Nelson, Canada RBC Life Insurance Company Full time

Job Opportunity:

As an accredited Life and Wealth Advisor, you will provide integrated life insurance planning and advice to clients, leveraging your knowledge of RBC Insurance Life, Whole Life, Living Benefits, and Wealth products to deliver valuable solutions. You will connect with clients through discovery to understand their life events and offer comprehensive insurance and financial advice that aligns with their current and changing needs.

Key Responsibilities:

  • Connect with clients to understand their life events and offer comprehensive insurance and financial advice
  • Promote a client-first mindset in a digital environment
  • Develop and deepen client relationships using Salesforce and other compliant customer tools
  • Contribute to and be accountable for team sales success through individual sales goals
  • Increase external networks by capitalizing on market opportunities and referrals from approved centers of influence
  • Regularly review individual business results and adjust activities as required to meet established targets

Requirements:

  • Post-secondary degree or equivalent
  • Business development and prospecting skills with a goal-oriented attitude and strong ambition to succeed
  • Ability to develop and maintain strong client relationships
  • Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date
  • 1-2+ years' professional sales experience in the Insurance Industry
  • Existing network of referrals and approved centers of influence
  • Digital literacy using a variety of systems and tools

What's in it for you?

We offer a comprehensive compensation package and incentives that recognize strong performance, flexible health benefits, employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security. You will also have access to outstanding training programs and opportunities for career development.

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