Insurance Advisor - Life, Health And Wealth

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Insurance Advisor - Life, Health and Wealth

What is the opportunity?

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.

What will you do?

• Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
• Regularly review individual business results and adjust activities as required to meet established targets
• Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
• Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
• Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
• Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions
• 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

What do you need to succeed?

Must have

• Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
• The ability to develop and maintain strong client relationships
• An existing network of referrals and approved centres of influence
• Professional sales experience with an entrepreneurial minsdet
• Digital literacy using a variety of systems and tools
• Post-secondary degree or equivalent
• Life/A&S License (HLLQP/LLQP) or the willingness to complete it prior to start date

Nice to have

• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
• Bilingual (French & English)
• Professional sales experience in the Insurance industry

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
• Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
• A comprehensive compensation package and incentives that recognize strong performance
• Outstanding training programs and opportunities for career development
• The resources and support you need to develop your client portfolio and advance your career goals
• 3 weeks paid vacation

EVPP2

Job Summary

Address:

OTTAWA, Ontario, Canada

City:

CAN-ON-OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Insurance

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-07-28

Application Deadline:

2023-08-28

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.