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Life Insurance Advisor

2 months ago


St Catharines, Ontario, Canada RBC Insurance Agency Ltd. Full time
We are seeking a self-motivated 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 your existing network of referrals and new RBC client acquisitions. Your drive 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. Your role will involve connecting 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. You will promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them, and develop and deepen client relationships using Salesforce and other compliant customer tools/electronic forms. Your ability to develop and maintain strong client relationships and your business development and prospecting skills with a goal-oriented attitude will be essential to your success in this role. You will also contribute to and be accountable for your team sales success through the achievement of your individual sales goals. 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 using 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
  • Develop and maintain strong client relationships
Requirements:
  • Post-secondary degree or equivalent
  • Business development and prospecting skills with a goal-oriented attitude
  • Life/A&S License (HLLQP/LLQP), or the willingness to complete
  • 1-2+ years professional sales experience in the Insurance Industry
What We Offer: