Financial Security Advisor, South Shore

RBC - Brossard, QC (30+ days ago)

Apply Now

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 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 non-standard hours (evenings and week-ends)

Must have

Post-secondary degree or equivalent
Bilingual, Fluent in French and English
Life/A&S License (HLLQP/LLQP); current or willingness to obtain
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

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