Insurance Advisor Life – Health & Wealth
| Company | Royal Bank of Canada |
|---|---|
| Location | Lethbridge, AB, Canada, Medicine Hat, AB, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Post-secondary degree or equivalent
- Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
- The ability to develop and maintain strong client relationships
- Life/A&S License (HLLQP/LLQP), or the willingness to complete
- 1-2+ years’ professional sales experience in the Insurance Industry
- An existing network of referrals and approved centres of influence
- Digital literacy using a variety of systems and tools
Responsibilities
- 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 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 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
Preferred Qualifications
- Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)