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RBC

Insurance Advisor, Life & Wealth

RBC
Location
Winnipeg, MB
Details
Full Time
2 days ago
Life & Wealth Insurance Advisor

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 & Wealth Advisor (HLLQP/LLQP) 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, Living Benefits, Wealth and Travel 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 send client referrals your way and 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
  • Promote a client-first mindset by meeting clients when and where it is most convenient for them (i.e.: their home, office, RBC Insurance store)
  • Develop and deepen client relationships with the use of Salesforce and other compliant customer tools
  • 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 centres 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?

  • A goal-oriented attitude with a strong ambition to succeed
  • Honesty, integrity, and the desire to put clients first
  • Business development and prospecting skills
  • An appetite to learn and take a vested interest in your client needs
  • The ability to develop and maintain strong client relationships
  • Excellent communication skills and the ability to motivate others to action
  • Flexibility to work extended hours (evenings/weekends)


  • Must have

  • Post-secondary degree or equivalent
  • Life/A&S License (HLLQP/LLQP)
  • 1-2+ years' professional sales experience, preferably within the Insurance industry
  • An existing network of referrals and approved centres of influence
  • Competency with CRM systems; experience with Salesforce an asset
  • A valid driver's license, proper automobile insurance, and regular access to a vehicle


  • Nice to have

  • Bilingual, fluent in English
  • In addition to English, the ability to speak another language fluently is an asset
  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)


  • What's in it for you?

  • 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
  • Innovative mobile technology to ensure your success with clients in the field


  • FS100

    About RBC
    Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com .

    We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-sustainability .

    Inclusion and Equal Opportunity Employment
    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

    JOB SUMMARY
    City: Winnipeg
    Address: Portage Ave
    Work Hours/Week: 37.5
    Work Environment: Insurance Centre
    Employment Type: Permanent
    Career Level: Experienced Hire/Professional
    Pay Type: Salary + Commission
    Position Level: PL09
    Required Travel(%): 51-75
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 12/09/2019
    Req ID: 198602
    Category
    Sales and Marketing