Financial Security Advisor, Insurance
Core
Provide integrated life insurance planning and advice to existing networks and new RBC client acquisitions using a full-suite of Life, Whole Life, Living Benefits, & Wealth products.
Role type
Field Sales Life & Health Insurance Advisor
Builds
Client relationships and a new book of business for RBC Insurance
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Business development, prospecting, client relationship management, digital literacy, sales goal achievement, network building
Preferred skills
CFP, CLU, CHS designations, fluency in both French and English
Technologies
Salesforce
Responsibilities
Connect with clients to understand life events and offer comprehensive insurance advice; Independently prospect and grow a new book of business; Develop and deepen client relationships using compliant tools; Review individual business results and adjust activities to meet targets; Increase external networks through market opportunities and referrals.
Seniority
Mid-level, self-motivated individual contributor