Insurance Advisor – Life, Health & Wealth

🔥 1 minute ago

🇨🇦 Canada – Remote

💵 $35k - $50k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

👻 Ghost score 0%

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RBC

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🛡️ Insurance

Banking • Finance • Insurance

RBC is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank and one of the largest in the world by market capitalization, RBC provides a diversified business model focusing on innovation and exceptional client experiences. With over 94,000 employees, RBC helps more than 17 million clients in Canada, the U. S. , and 27 other countries in various areas including finance, banking, investing, insurance, financial planning, wealth management, and capital markets.

📋 Description

• Connect with clients through discovery to understand their life events and offer comprehensive insurance and financial advice • Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building • Meet clients in a digital environment at times convenient for them • Develop and deepen client relationships using Salesforce and other compliant customer tools/electronic forms • Contribute to team sales success through achievement of individual sales goals • Increase external networks through market opportunities and referrals from approved centers of influence • Review individual business results and adjust activities 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 • Fluent in English + other language (nice to have) • Industry designations preferred: CFP, CLU, CHS

🏖️ Benefits

• The resources and support you need to develop your client portfolio and advance your career goals • 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 • Robust discretionary bonus program with opportunity to increase total compensation

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