Product Specialist, Annuities, Insurance
RBC
full-time
Posted on:
Location Type: Office
Location: Minneapolis • Iowa • Kansas • United States
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Salary
💰 $70,000 - $130,000 per year
About the role
- Provides sales and product support for advisors and their teams, incorporating insured solutions within the context of financial planning
- Partner closely with Divisional Insurance and Annuity VP and Client Strategies Team in understanding client needs, and providing product solutions
- Collaborate with other RBC internal partners to enhance the advisor and client experience
- Serve as a subject matter expert for annuities and insurance products (Insured Solutions), proactively increasing utilization of these solutions through policy updates, book reviews and integration into financial planning
- Support advisors with proactively identifying client opportunities, reviewing existing policies, providing product overviews and assisting with the execution of business with carrier wholesalers and internal partners
- Understand planning strategies utilizing insured solutions
- Answer general to in-depth product/strategy questions and demonstrate how solutions fit into financial planning
- Summarize and analyze client needs and purpose and performance of existing annuity and insurance assets
- Develop and promote sales ideas and effective business practices with the field and internal partners
- Collaborate with RBC USWM field consultants, RBC internal partners, carrier wholesalers and general agent partners to ensure appropriate advisor support
- Assist with ensuring appropriate field support from wholesalers and general agents by actively communicating feedback from the field
Requirements
- Bachelors degree
- Minimum of 5 years in the financial services industry with extensive annuity and life insurance experience
- Series 63/65 or 66, appropriate life insurance licensing
- Strong understanding of financial planning and incorporating protection solution strategies and concepts
- Outstanding verbal and written communication skills
- Excellent customer service and interpersonal skills
- Possess extensive insurance carrier and product knowledge
- Effective organizational and time management skills to manage multiple priorities and deliver to deadlines
- Proficiency with Microsoft Office programs and the ability to learn and become proficient with multiple software tools
- A high degree of professionalism in interactions with clients/partners and the ability to work as a team to always do what is in the best interest of our clients
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- Stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningannuity experiencelife insurance experienceinsurance product knowledgeprotection solution strategiespolicy updatesbook reviewsclient needs analysissales ideas developmentbusiness practices
Soft Skills
verbal communicationwritten communicationcustomer serviceinterpersonal skillsorganizational skillstime managementteam collaborationprofessionalism
Certifications
Bachelors degreeSeries 63Series 65Series 66life insurance licensing