RBC

Insurance Advisor – Life, Health & Wealth

RBC

full-time

Posted on:

Location Type: Office

Location: Ottawa • Canada

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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
  • Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
  • 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 centers 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

  • Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed
  • 2+ years’ professional sales experience
  • Ability to develop and maintain strong client relationships
  • Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date
  • An existing network of referrals and approved centers of influence
  • Post-secondary degree or equivalent
  • Digital literacy using a variety of systems and tools
  • Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area
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
Applicant Tracking System Keywords

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

Hard Skills & Tools
business developmentprospectingsales experienceclient relationship managementdigital literacy
Soft Skills
goal-orientedambitionclient-first mindsetstrategic relationship-building
Certifications
Life/A&S LicenseHLLQPLLQP