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About the role
- RBC Insurance Advisor building client portfolios through life, health, and wealth insurance advice. Prospecting, networking, and Salesforce-based relationship management across Ontario.
Responsibilities
- Connect with clients through discovery to understand life events and provide comprehensive insurance and financial advice
- Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and relationship-building
- Meet clients conveniently in a digital, client-first environment
- Develop and deepen client relationships using Salesforce and other compliant customer tools/electronic forms
- Achieve individual sales goals and contribute to team sales success
- Increase external networks through market opportunities and referrals from approved centers of influence
- Review individual business results and adjust activities to meet 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 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
- 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)
- Industry designations preferred: CFP, CLU, CHS
Benefits
- 3 weeks paid vacation
- A comprehensive compensation package and incentives that recognize strong performance
- Flexible health benefits with selectable coverage levels for employees and families
- Employee savings, profit-sharing, and pension options
- Outstanding training programs and opportunities for career development
- RBCI software tools to boost productivity
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