
Insurance Advisor – Life, Health & Wealth
RBC
full-time
Posted on:
Location Type: Office
Location: Vaughan • 🇨🇦 Canada
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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 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
Requirements
- Must have 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 the willingness to complete
- 1-2+ years’ professional sales experience in the Insurance Industry
- An existing network of referrals and approved centres of influence
- Digital literacy using a variety of systems and tools.
Benefits
- 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
- RBCI software tools to boost your productivity
- RBC is committed to supporting flexible work arrangements when and where available.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentprospectingsales experiencedigital literacy
Soft skills
client-first mindsetgoal-orientedstrong ambitionrelationship building
Certifications
Post-secondary degreeLife/A&S LicenseHLLQPLLQP