Insurance Advisor - Life, Health & Wealth
Core
Provide integrated life insurance planning and advice to existing networks and new client acquisitions using RBC's full-suite of Life, Health, and Wealth products.
Role type
Field Sales Insurance Advisor (Life, Health & Wealth)
Builds
Integrated insurance and financial solutions for individual clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Business development, prospecting, client relationship management, digital literacy, sales goal achievement
Preferred skills
Bilingual (French & English), CFP, CLU, CHS designations, prior insurance industry experience
Technologies
Salesforce, RBCI software tools
Responsibilities
Connect with clients to understand life events and offer comprehensive advice, promote client-first mindset in digital environment, develop client relationships using compliant tools, achieve individual sales goals, increase external networks via referrals, review business results to adjust activities
Seniority
Individual Contributor, entry-to-mid level