Risk Assessment Insurance Specialist
RBC
Montreal, Quebec, Canada
2d ago

What is the opportunity?

As the Risk Assessment Insurance Specialist, you will be responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients.

With that opportunity you will provide advice based High Net Worth Home and Auto solutions through a personalized risk assessment approach to protect client’s wealth, possessions and lifestyle.

It is a unique role that bridges both wholesaling and retail. This hybrid role allows you to benefit from various lead generating distribution partnerships while maintaining control of the sales process and the client experience.

You will effectively build relationships with Wealth advisors within assigned Wealth Mgmt locations while working with a team of RBC Insurance High Net Worth Specialists.

What will you do?

  • Effectively partner with Wealth advisors to meet their clients individual to provide advice and HNW Home and Auto solutions to protect their wealth, possessions and lifestyle
  • Supporting the Wealth Advisor and their HNW client with a trusted and exceptional client experience
  • Provide technical expertise and advice to clients so that they better understand their unique needs and can then make informed decisions
  • Partner with Relationship Managers to seamlessly transition clients for ongoing servicing
  • Contribute to team sales success through achievement of individual sales goals and through effective partnering with other team members (Group Benefits Specialist, and Group Home & Auto Business Development Specialist for business owners, Living Benefits Specialist for Individual Affluent clients)
  • What do you need to succeed?

    Must-have

  • General Insurance License including Accident & Sickness
  • Minimum 7 - 10 years industry experience
  • Polished professional with experience servicing high net worth clients
  • A team player .enjoys collaborating within a team of specialists to ensure a client’s full needs are addressed
  • Strong presentation skills and ability to impact and influence
  • A talent for listening, establishing trust with prospects, and dedicated to finding the right solutions for clients
  • Nice-to-have

  • University degree
  • Underwriting experience
  • What’s in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

    We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards package including flexible benefits, competitive compensation, commissions and Stock
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible working environment with full mobility
  • Ability to make a difference and lasting impact
  • Financial strength and a strong brand
  • 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 rbc.com.

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    Expand your limits and create a new future together at RBC.

    Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com / careers.

    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 : Montreal

    Address : Your Home Office

    Work Hours / Week : 37.5

    Work Environment : Your Home Office

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Pay Type : Salary + Commission

    Required Travel (%) : 76-100

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 09 / 30 / 2018

    Posting Notes :

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