Insurance Advisor – Life, Health & Wealth

This is a fully remote position, open to applicants in Canada.

📋 Description

• Engage with clients through discovery sessions to understand their life events and provide comprehensive insurance and financial guidance.

• Proactively identify, develop, and expand a new portfolio of business through targeted outreach, networking, and strategic relationship development.

• Meet clients in a virtual setting at their convenience.

• Build and strengthen client relationships utilizing Salesforce and other compliant customer tools/electronic forms.

• Contribute to the team’s sales success by achieving individual sales objectives.

• Expand external networks through market opportunities and referrals from recognized centers of influence.

• Analyze individual business outcomes and modify activities to meet set targets.

• Uphold RBC’s vision to be one of the most trusted and successful financial institutions globally.

⛳️ Requirements

• Proven skills in business development and prospecting with a goal-oriented mindset and a strong drive for success.

• A minimum of 2 years of professional sales experience.

• Capability to establish and maintain robust client relationships.

• Life/A&S License (HLLQP/LLQP) or a commitment to obtain it prior to the start date.

• An established network of referrals and recognized centers of influence.

• A post-secondary degree or equivalent qualification.

• Proficiency in digital literacy using various systems and tools.

• A valid Canadian driver's license and a personal vehicle are required for traveling to meet clients within a designated area.

• Fluency in English plus another language is a plus.

• Preferred industry designations include CFP, CLU, CHS.

🏝️ Benefits

• Access to resources and support necessary for developing your client portfolio and achieving your career aspirations.

• Three weeks of paid vacation.

• A comprehensive compensation package and incentives that reward strong performance.

• Flexible health benefits that enable you to select the appropriate level of coverage for you and your family.

• Employee savings, profit-sharing, and pension options to assist you in building your savings and planning for future financial stability.

• Exceptional training programs and opportunities for career advancement.

• RBCI software tools designed to enhance your productivity.

• A robust discretionary bonus program with the potential to increase overall compensation.