Rbc
Insurance
FinancialSecurityAdvisor
“Financial Security Advisor at Rbc. Skills: Sales, Client relationship management, Financial advisory. Provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building”
What You'll Achieve.
Achievement of individual sales goals; Meet established targets
Industry & Context.
Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area
What They're Looking For.
Must Have
Business development and prospecting skills with a goal-oriented attitude and a ambition to succeed, 2+ years’ professional sales experience, Ability to develop and maintain client relationships, Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date, An existing network of referrals and approved centers of influence, Post-secondary degree or equivalent, Digital literacy using a variety of systems and tools, Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area
Nice to Have
Fluent in French and English, Great communication skills, Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
What You'll Do.
Provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions
Independently prospect
and grow a new book of business through targeted outreach
and strategic relationship-building
Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
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 centers 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
How You'll Work.
Team & Collaboration
Fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices; Contribute to and be accountable for your team sales success
Communication Scope
Great communication skills
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