Insurance Advisor Life, Health & Wealth

What is the opportunity? 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?

1. 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.
2. Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them.
3. Develop and deepen client relationships with the use of Salesforce and other compliant customer tools / electronic forms.
4. Contribute to and be accountable for your team sales success through the achievement of your individual sales goals.
5. Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence.
6. Regularly review individual business results and adjust activities as required to meet established targets.
7. Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions.

What do you need to succeed? Must have

1. Post-secondary degree or equivalent
2. Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed.
3. The ability to develop and maintain strong client relationships.
4. Life / A&S License (HLLQP / LLQP), or willingness to complete before the start date.
5. 1-2+ years’ professional sales experience in the Insurance Industry.
6. An existing network of referrals and approved centers of influence.
7. Digital literacy using a variety of systems and tools.

Nice to have

1. Fluent in English + other language.
2. Industry Designations Preferred : CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).

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.

• The resources and support you need to develop your client portfolio and advance your career goals.
• 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.

The expected fixed compensation (draw) for the above position is $35000- $50000 depending on factors including but not limited to the candidate’s experience, skills, market conditions; and business needs. This draw in the following years will be based on your fiscal sales performance. This position may be eligible to receive a discretionary / variable incentive payment. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture.
• Enables collective achievement of our strategic goals.
• Generates sustainable shareholder returns and above market shareholder value.

Job Skills

• Communication
• Competitive Markets
• Cross-Selling
• Customer Knowledge
• Customer Needs
• Interpersonal Relationship Management
• Life Insurance
• Perseverance and Follow-Through
• Sales
• Sales Activities

Additional Job Details

Address: 1701 DOUGLAS ST, VICTORIA

City: VICTORIA

Country: Canada

Work hours / week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Posted Date: 2023-11-28

Application Deadline: 2024-07-01

I nclusion 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 jobs.rbc.com.