Insurance Advisor, Life & Wealth - Surrey, BC
Surrey, British Columbia, Canada
5d ago

Life & Wealth Insurance Advisor

What is the opportunity?

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.

As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.

Your drive to understand the full-suite of RBC Insurance Life, Living Benefits, Wealth and Travel products enables you to provide valuable solutions to your clients based on their needs.

Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way and work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.

We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.

What will you do?

  • Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
  • Promote a client-first mindset by meeting clients when and where it is most convenient for them (i.e. : their home, office, RBC Insurance store)
  • Develop and deepen client relationships with the use of Salesforce and other compliant customer tools
  • Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
  • Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
  • Regularly review individual business results and adjust activities as required to meet established targets
  • Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions
  • What do you need to succeed?

  • A goal-oriented attitude with a strong ambition to succeed
  • Honesty, integrity, and the desire to put clients first
  • Business development and prospecting skills
  • An appetite to learn and take a vested interest in your client needs
  • The ability to develop and maintain strong client relationships
  • Excellent communication skills and the ability to motivate others to action
  • Flexibility to work extended hours (evenings / weekends)
  • Must have

  • Post-secondary degree or equivalent
  • Life / A&S License ( HLLQP / LLQP)
  • 1-2+ years’ professional sales experience, preferably within the Insurance industry
  • An existing network of referrals and approved centres of influence
  • Competency with CRM systems; experience with Salesforce an asset
  • A valid driver’s license, proper automobile insurance, and regular access to a vehicle
  • Nice to have

  • Bilingual, fluent in English
  • In addition to English, the ability to speak another language fluently is an asset
  • Industry Designations Preferred : CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
  • What’s in it for you?

  • The resources and support you need to develop your client portfolio and advance your career goals
  • 3 weeks paid vacation
  • A comprehensive compensation package and incentives that recognize strong performance
  • Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
  • Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
  • Outstanding training programs and opportunities for career development
  • Innovative mobile technology to ensure your success with clients in the field
  • About RBC

    Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization.

    We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

    We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.

    S. and 37 other countries. For more information, please visit .

    Inclusion and Equal Opportunity Employment

    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal / Native American status or any other legally-protected factors.

    Disability-related accommodations during the application process are available upon request.

    City : Surrey

    Address : Virtual Way

    Work Hours / Week : 37.5

    Work Environment : Branch and Home Office

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Pay Type : Salary + Commission

    Position Level : PL09

    Required Travel(%) : 0-25

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 06 / 25 / 2021

    Posting Notes :

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