Private Client Insurance Specialist
1 month ago
At RBC Insurance Agency Ltd., we are seeking a highly skilled Private Client Insurance Specialist to join our team. As a key member of our team, you will be responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients.
Key Responsibilities:- Partner with WM advisors to effectively meet their clients' individual Home and Auto Insurance needs.
- Develop and implement business plans for assigned territories in terms of which WM advisors to target and relationship building plans.
- Contribute to and is responsible/accountable for team sales success through achievement of individual sales goals and effectively partner with other team members.
- Provide a superior client experience, creating clients as advocates by listening and connecting with them through the use of effective discovery discussions, leading to tailored solutions aligned to our clients' needs.
- Promote and create an environment that encourages deepening client relationships.
- Communicate and reinforce RBC Vision, National Office, and local strategic direction, organizational values, and implementation plans.
- RIBO License and/or General Insurance License (Level 2 AB + BC).
- Minimum 5 years of private client/high net worth experience.
- 1-3 years previous sales experience in property and casualty insurance industry.
- Proven experience with relationship management and collaboration.
- Strong business communication and presentation skills, highly driven and self-motivated with a positive and enthusiastic attitude.
- Remain mobile to accommodate clients and branch meetings (50-75% travel required).
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
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Private Client Insurance Specialist
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