High Net Worth Insurance Specialist
4 weeks ago
Job Opportunity:
As a High Net Worth Insurance Specialist at RBC Insurance Agency Ltd., you will be responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada. Your goal will be to earn the right to work with their High Net Worth clients, providing advice on High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach.
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, focusing on relationship building and sales growth.
- Contribute to team sales success by achieving individual sales goals and collaborating with other team members.
- Provide a superior client experience, creating advocates through effective discovery discussions and tailored solutions.
- Promote and create an environment that encourages deepening client relationships.
- Communicate and reinforce RBC's Vision, National Office, and local strategic direction, organizational values, and implementation plans.
Requirements:
- 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.
- Ability to remain mobile to accommodate clients and branch meetings (50-75% travel required).
What's in it for you?
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.
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