Financial Security Specialist

1 month ago


Longueuil, Quebec, Canada RBC Life Insurance Company Full time

Job Title: Field Sales Representative - Life & Wealth Advisor

Job Overview: As a Field Sales Representative with RBC Life Insurance Company, you will play a key role in providing integrated life insurance planning and advice to clients, leveraging your knowledge of our comprehensive insurance and financial products.

Key Responsibilities:

  • Build strong relationships with clients to understand their life events and offer tailored insurance and financial advice
  • Develop and deepen client relationships using Salesforce and other compliant customer tools
  • Contribute to team sales success by achieving individual sales goals
  • Expand external networks by capitalizing on market opportunities and referrals
  • Regularly review business results and adjust activities to meet established targets

Requirements:

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

Preferred Qualifications:

  • Professional sales experience in the insurance domain
  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

What We Offer:

  • Resources and support to develop client portfolio and advance career goals
  • Comprehensive compensation package and incentives for strong performance
  • Flexible health benefits and employee savings options
  • Outstanding training programs and opportunities for career development

About RBC: RBC is a leading financial institution committed to supporting flexible work arrangements and promoting a culture of teamwork and innovation. We strive to create an inclusive and equitable workplace where employees can bring their true selves to work.



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