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Financial Security Specialist
2 months ago
Job Summary
Job Description
What is the Opportunity?
We are seeking highly motivated and driven individuals 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. Your ability to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help deepen your client relationships through effective opportunity spotting and honest sales practices. We promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed.
Key Responsibilities
- Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to 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 with the use of 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.
- Deliver on RBC's vision to be among the world's most trusted and successful financial institutions.
Requirements
Must have:
- 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.
Nice to have:
- Professional sales experience in the insurance domain.
- Fluency in English to serve our clients in the community with English speaking needs.
- Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).
What's in it for you?
- The resources and support you need to develop your client portfolio and advance your career goals.
- 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.
