Life, Health and Wealth Advisor

2 weeks ago

Mississauga, Canada RBC Insurance Full time

**Job Title: Insurance Advisor, Life, Health and Wealth**


**What is the opportunity?**

**What will you do?**
- 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 by meeting clients when and where it is most convenient for them (i.e.: their home, office, RBC Insurance store)
- Develop and deepen client relationships with the use of Salesforce and other compliant customer tools
- 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

**What do you need to succeed?**
- A goal-oriented attitude with a strong ambition to succeed
- Honesty, integrity, and the desire to put clients first
- Business development and prospecting skills
- An appetite to learn and take a vested interest in your client needs
- The ability to develop and maintain strong client relationships
- Excellent communication skills and the ability to motivate others to action
- Flexibility to work non-standard hours (evenings and week-ends)

**Must have**
- Post-secondary degree or equivalent
- Life/A&S License (HLLQP/LLQP), or willingness to complete
- 1-2+ years’ professional sales experience, preferably within the Insurance industry
- An existing network of referrals and approved centres of influence
- Competency with CRM systems; experience with Salesforce an asset
- A valid driver’s license, proper automobile insurance, and regular access to a vehicle

**Nice to have**
- Bilingual, fluent in English
- In addition to English, the ability to speak another language fluently is an asset
- 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
- 3 weeks paid vacation
- 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
- Innovative mobile technology to ensure your success with clients in the field

**Salary**: From $35,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

Ability to commute/relocate:

- Mississauga, ON: reliably commute or plan to relocate before starting work (required)

Licence/Certification:

- LLQP (preferred)

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