Risk management advisor analyzing risks and developing solutions for Desjardins, North America's largest cooperative financial group. Preparing recommendations, reports, and action plans while advising clients, practitioners, and organizational units.
About the role
- Inside wholesaler growing RBC Insurance’s individual insurance broker sales in Vancouver. Providing quotes, product expertise, training, and sales support to expand broker relationships.
Responsibilities
- Cultivate and maintain quality relationships with existing RBC Insurance Brokers
- Develop new relationships in specific territories and increase sales of RBC Insurance products
- Work closely with Sales Consultants to achieve plans for all lines and develop producer acquisition strategies
- Provide quotes, solutions, advice, and referrals to assigned brokers
- Partner with Sales Consultants to establish strategic territory business plans and defined sales targets
- Proactively contact insurance advisors to gain information and insight into their practices
- Establish relationships with marketing staff of key producers/MGAs
- Provide insurance industry insight, sales ideas, product knowledge, and system training
- Position RBC Insurance products and solutions to prospects and existing clients and identify cross-selling opportunities
- Advance the sales process by booking presentations and meetings for Sales Consultants
- Maintain the contact management system and develop follow-up strategies for newly contracted brokers and large cases
- Attain weekly metrics
Requirements
- Must have Life Insurance License (LLQP) or be willing to obtain the license within 6 months of the hire date
- Post-secondary education or the equivalent
- Excellent organizational skills and ability to respond to inquiries, suggestions, complaints, and requests in a timely, courteous, and professional manner
- Exceptional interpersonal, presentation, and written and verbal communication skills
- Driver’s license and vehicle mandatory
- Proven success meeting and exceeding sales targets is an asset
- Knowledge of all lines of business (Life, Living Benefits, Wealth) is an asset
- Sound knowledge of financial markets and fundamentals of financial planning
- Understanding of the competitive landscape and marketplace
Benefits
- A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
- Competitive pay and high-earning potential
- All the tools, training, and team support you need to grow your business and career
- Flexible work/life balance options
- RBCI software tools to boost your productivity
- Discretionary/variable incentive payment may be available
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Degree requirement
No Education Requirement
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