Life Insurance Consultant

2 weeks ago


Calgary, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the Opportunity?

We are seeking a self-motivated and highly driven individual to join our Field Sales team at RBC Insurance. As an accredited life and wealth advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand RBC insurance life, whole life, living benefits, and wealth products enables you to provide valuable solutions to your clients based on their needs. You will be fully supported by internal partners who work to 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

  1. 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.
  2. Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them.
  3. Develop and deepen client relationships using Salesforce and other compliant customer tools/electronic forms.
  4. Contribute to and be accountable for your team sales success through the achievement of your individual sales goals.
  5. Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence.
  6. Regularly review individual business results and adjust activities as required to meet established targets.
  7. Deliver on RBC's vision to be among the world's most trusted and successful financial institutions.

Requirements

  1. Post-secondary degree or equivalent.
  2. Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed.
  3. The ability to develop and maintain strong client relationships.
  4. Life/A&S License (HLLQP/LLQP), or the willingness to complete.
  5. 1-2+ years' professional sales experience in the insurance industry.
  6. An existing network of referrals and approved centers of influence.
  7. Digital literacy using a variety of systems and tools.


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