Life Insurance Specialist

4 weeks ago

Lethbridge, Alberta, Canada RBC Insurance Agency Ltd. Full time
About the Opportunity

We are seeking a highly motivated and experienced Insurance Advisor to join our team at RBC Insurance Agency Ltd. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to our existing network of referrals and new client acquisitions.

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 centers 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
  • Fluency in second language Cantonese and/or Mandarin.
  • Post-secondary degree or equivalent.
  • Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed.
  • The ability to develop and maintain strong client relationships.
  • Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date.
  • 1-2+ years' professional sales experience in the Insurance Industry.
  • An existing network of referrals and approved centers of influence.
  • Digital literacy using a variety of systems and tools.
Preferred Qualifications
  • Great communication skills.
  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).
About Us

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.

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.

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