Licensed Insurance Advisor – Life & Health
| Company | Royal Bank of Canada |
|---|---|
| Location | Mississauga, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- Possession of a Life License Qualification Program (LLQP)
- Flexibility to work all shifts within the hours of operation. The Life & Health Advice Centre is open Monday – Friday 8:00am – 8:30pm and Saturdays 8:30am – 4:30pm
- Exceptional customer service skills with the ability to build strong relationships and connect with clients.
- Digital literacy across a broad range of services (i.e. laptops, smartphones, tablets etc.)
Responsibilities
- Take inbound as well as make proactive outbound calls to clients to identify potential Life and Health insurance opportunities, providing them with an exceptional client experience to meet their needs
- Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
- Exhibit a consistent, positive client experience with every conversation and resolve client concerns at the first point of contact, demonstrating relationship building through meaningful discussions
- Apply critical thinking during client interactions in order to identify and analyze risks and ensure clients are offered coverage that aligns to their needs
- Use procedures effectively and seamlessly during calls
- Contribute to team sales plan by achieving new business goals, right sell appropriate solutions, as well as proactively refer clients for other solutions
Preferred Qualifications
- Bilingual, fluent in French and English
- Knowledge of insurance products
- Experience in a proactive sales environment
- Post-secondary education
- Customer service and/or sales experience in a contact centre environment