RBC

Insurance Sales Support, Summer (4-16 months)

RBC

internship

Posted on:

Location Type: Office

Location: Mississauga • 🇨🇦 Canada

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Job Level

Mid-LevelSenior

About the role

  • Performing research and providing answers for customer generated inquiries
  • Contributing to defined projects or tasks under direct supervision
  • Documenting processes or upgrading existing procedure manuals
  • Developing product or service knowledge and competence in tools and business processes used in the department
  • Calling in regards to policies that have been issued but not settled
  • Assisting with special campaigns
  • Mining for sales opportunities/in force business/refer to sales team
  • Courtesy calls to Advisors
  • Helping to create newsletters
  • Run Illustrations and analyze
  • Run reports to assist with sales
  • Help to organize events and participate
  • Attending webinars and making follow up calls

Requirements

  • Working towards a Bachelor or Master’s degree in Finance, Business Administration, Economics, CFA, or other related field
  • Strong personal skills and the ability to work effectively independently and within a team environment
  • Professional written and verbal communication skills
  • Good analytical, communication and problem solving skills
  • Highly organized with good attention to detail and very high level of accuracy
  • Ability to prioritize, handle multiple tasks under pressure and meet time-sensitive deadlines
  • Ability to think critically and "outside the box"
  • Knowledge and an understanding of business administration (Nice to have)
  • Proficient in the full suite of Microsoft Products, including Excel (including using Excel as a tool for financial analysis), Word, PowerPoint (Nice to have)
  • Previous experience working with a Financial/Insurance Institution (Nice to have)
Benefits
  • Flexible work/life balance options
  • Professional development opportunities
  • Leaders who support your development through coaching and managing opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisdata analysis
Soft skills
personal skillsteamworkprofessional communicationanalytical skillsproblem solvingorganizational skillsattention to detailcritical thinkingtime management
Certifications
CFA