Commercial Insurance Associate servicing commercial accounts for HUB, a North American insurance brokerage. Processing policies, supporting producers, and advising clients on coverage.
About the role
- RBC Insurance Advisor providing life, health, and wealth solutions to Canadian clients. Building a book of business through prospecting, referrals, and client-focused financial advice.
Responsibilities
- Connect with clients through discovery to understand their 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 at their convenience in a digital environment
- Develop and deepen client relationships using Salesforce and 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 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
- Great communication skills (nice to have)
Benefits
- The resources and support needed to develop your client portfolio and advance your career goals
- 3 weeks paid vacation
- Comprehensive compensation package and incentives recognizing strong performance
- Flexible health benefits with choice of coverage for you and your family
- Employee savings, profit-sharing, and pension options
- Outstanding training programs and career development opportunities
- RBCI software tools to boost productivity
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