Financial Security Advisor, Insurance
Royal Bank of Canada · MONTRÉAL, Quebec, Canada ·
- Employment
- Full time
- Experience
- 2+ years
- Company size
- 1000+
Sell life, health, and wealth insurance products to clients in Montréal, building a book of business through prospecting and referrals while using Salesforce for client management.
Job Description
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, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) 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?
- 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
What do you need to succeed?
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
- Fluency in French
Nice to have
- Fluent in both French and English
- Great communication skills
- 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
- 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
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Job Skills
Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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