Insurance Advisor Life, Health & Wealth
Core
Provide integrated life insurance planning and advice to existing referrals and new RBC client acquisitions using a full suite of Life, Health, and Wealth products.
Role type
Field Sales Insurance Advisor (Life, Health & Wealth)
Builds
Client relationships and a new book of business through prospecting and networking
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Business development, prospecting, client relationship management, digital literacy, sales goal achievement
Preferred skills
CFP, CLU, CHS designations, fluency in additional languages
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
Seniority
Individual Contributor, entry-to-mid level