Licensed Insurance Advisor selling Manulife health, dental, travel, and life insurance. Handling inbound and outbound sales through phone, chat, and digital channels.
About the role
- RBC Insurance Advisor providing life, health, and wealth planning to clients. Building referral networks and growing a new book of business through consultative sales.
Responsibilities
- 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 at their convenience in a digital environment
- Develop and deepen client relationships using Salesforce and other compliant customer tools/electronic forms
- Contribute to team sales success by achieving 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)
- Great communication skills (nice to have)
- Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
Benefits
- 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
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