Insurance Advisor Life, Health & Wealth
Core
Provide integrated life insurance planning and advice to existing networks and new client acquisitions using RBC Insurance products.
Role type
Field Sales Advisor (Life, Health & Wealth)
Builds
Integrated insurance and financial solutions for clients
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Business development, prospecting, client relationship management, sales, digital literacy, Life/A&S licensing
Preferred skills
CFP, CLU, CHS designations, fluency in additional languages
Technologies
Salesforce
Responsibilities
Connect with clients to understand life events and offer comprehensive advice; Independently prospect and grow a new book of business; Develop and deepen client relationships using compliant tools; Contribute to team sales success through individual goal achievement; Increase external networks via market opportunities and referrals; Review business results and adjust activities to meet targets.
Seniority
Individual Contributor, entry-to-mid level (2+ years experience required)