Financial Security Specialist
1 month ago
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. You will leverage your knowledge of RBC's comprehensive insurance and financial products to connect with clients and offer tailored solutions.
Key Responsibilities:
- Client Engagement: Connect with clients to understand their life events and offer personalized insurance and financial advice.
- Digital Sales: Promote a client-first mindset in a digital environment, meeting clients at their convenience.
- Relationship Building: Develop and deepen client relationships using Salesforce and other compliant customer tools.
- Sales Performance: Contribute to team sales success by achieving individual sales goals.
- Business Development: Expand external networks by capitalizing on market opportunities and referrals.
- Results-Driven: Regularly review business results and adjust activities to meet established targets.
Requirements:
- Education: Post-secondary degree or equivalent.
- Insurance License: Life License (HLLQP/LLQP) Insurance of persons certification or willingness to complete it prior to start date.
- Sales Skills: Business development and prospecting skills with a goal-oriented attitude and strong ambition to succeed.
- Client Relationships: Ability to develop and maintain strong client relationships.
- Professional Experience: Professional sales experience with an entrepreneurial mindset.
- Network: Existing network of referrals within the community.
- Digital Literacy: Digital literacy using a variety of systems and tools.
Preferred Qualifications:
- Insurance Experience: Professional sales experience in the insurance domain.
- Industry Designations: Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).
What We Offer:
- Resources: Resources and support to develop client portfolio and advance career goals.
- Compensation: Comprehensive compensation package and incentives for strong performance.
- Benefits: Flexible health benefits and employee savings options.
- Training: 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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