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Taxation and Advanced Case Life Insurance Specialist
RBCTaxation and Advanced Case Life Insurance Specialist partnering with Advisors to grow RBC Insurance business. Focused on estate planning, taxation, and client engagement strategies.
About the role
Key responsibilities & impact- You will act as an expert for estate planning & taxation as it pertains to life, living benefit and wealth products utilizing strategic thinking and expert planning skills to assist in achieving retirement and estate planning objectives.
- Develop and implement sales strategies to proactively attract, acquire, and retain clients as well as identify opportunities to increase profitability.
- Recognized as an expert in tax planning with innate leadership qualities to provide advisory/wholesaler service on general policies and industry guidelines, with a strong focus on civil code
- Collaborate with sales enablement to help educate Advisors, Wholesalers and Distributors in matters relating to insurance concepts; and how they fit into wealth preservation and wealth transfer strategies.
- Partner with distribution Business Development Managers, Leaders, Wholesalers and Advisors to grow revenue through a variety of methods including during client meetings, seminars and roadshows.
Requirements
What you’ll need- Provincial Life Insurance License(s) or CFP
- Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.
- Strong knowledge of civil code
- 5+ yrs seasoned sales experience in the Life Insurance industry
- Comprehensive experience in “wealth preservation” and “wealth transfer” concepts
- The ability to develop and maintain strong partners/colleagues’ relationships
- Actively pursues continuous learning and expanding knowledge on presentation and Insurance / Financial Planning skills
- Nice to Have: Law degree with estate planning background and/or CPA
- Marketing and/or communications experience
- Computer literate in Insurance Company Illustration software
- TEP or other tax certification
Benefits
Comp & perks- A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
- Competitive pay and high-earning potential
- All the tools, training, and team support you need to grow your career
- Flexible work/life balance options
- Sophisticated RBCI software tools to boost your productivity
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estate planningtaxationsales strategieswealth preservationwealth transferinsurance conceptspresentation skillsfinancial planning
Soft Skills
strategic thinkingleadershiprelationship buildingcollaborationcontinuous learning
Certifications
Provincial Life Insurance LicenseCFPTEPCPA