Insurance Advisor – Life, Health & Wealth
Location
Canada
Posted
1 day ago
Salary
$35K - $50K / year
Seniority
Mid Level
Job Description
Insurance Advisor – Life, Health & Wealth
RBC
• 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
Job Requirements
- Must have 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
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