Divisional VP, Insurance and Annuity

RBC

Divisional Insurance and Annuity VP driving growth of insured solutions within financial planning. Partnering closely with client strategies and insurance product specialists to support RBC’s Financial Advisors.

Posted 5/5/2026full-timeMinneapolis • Iowa, Minnesota, New York • 🇺🇸 United StatesLead💰 $90,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact

Assist Financial Advisors in identifying planning and insured solutions opportunities within an advisors book of business
Create, uncover, and identify sales opportunities through proactive and regular review of financial plans, with communication to Financial Advisors and clients
Support Financial Advisors, their clients and RBC field consultants through education/application of insured solution strategies which include life insurance, long-term care, and disability and annuity products
Work with advisors to develop an understanding of insurance planning concepts, client delivery and conducting the business appropriately
Lead and coordinate sales and marketing efforts within the Division, promote external partnerships between Client Strategies Team and General Agents
Provide assistance and education to Financial Advisors utilizing Wealth Management resources including financial planning tools and opportunity reports
Establish strong relationships with Complex Directors and Branch Directors to drive engagement and adoption of protection solutions as part of wealth planning
Develop and deliver materials to aid FAs in client communications and insurance recommendations
Assist Financial Advisors and General Agents in the selection of product, program or service and answer general questions regarding WM Consulting areas

Requirements

What you’ll need

Bachelor’s degree with 15+ years proven experience in the financial services and insurance industries
Demonstrated understanding of estate and business planning strategies, concepts and application
Excellent communication and interpersonal skills to facilitate working with a varied and demanding retail sales-force in a fast-paced environment
A high degree of professionalism in interactions with clients/partners and the ability to work as a team
Series 7, 63/65 or 66
Willingness to work on appropriate industry designations (CFP/CHFC/CLU)

Benefits

Comp & perks

A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions and 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

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planninginsurance planningestate planningbusiness planningsales strategiesclient communicationproduct selectionopportunity identificationmarketing coordinationeducation/application of insurance solutions

Soft Skills

communication skillsinterpersonal skillsprofessionalismteamworkrelationship buildingorganizational skillsproactive engagementclient serviceadaptabilitycollaboration

Certifications

Bachelor's degreeSeries 7Series 63Series 65Series 66CFPCHFCCLU