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, goal-oriented sales mindset
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 a client-first mindset in a digital environment, 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