Insurance Advisor , Health & Wealth

Insurance Advisor – Life, Health & Wealth at RBC Insurance

We’re looking for self‑motivated, highly driven, and entrepreneurial individuals to join our Field Sales team in Calgary. As an accredited Life & Wealth Advisor (HLLQP/LLQP), you’ll provide integrated life insurance planning and advice to your network of referrals and new RBC client acquisitions. Your focus on the full suite of RBC Insurance products will enable you to deliver valuable solutions that align with client needs while you grow your own portfolio.

Actively recruiting in Saskatoon.

• 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’s 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.

Must have

• Post‑secondary degree or equivalent.
• Business development and prospecting skills with a goal‑oriented attitude and 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 it.
• 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.

Nice to have

• Industry designations such as CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).

• Salary range: CA $95,000.00 - CA$.
• 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.
• RBCI software tools to boost your productivity.
• Flexible work arrangements when available.

• Communication
• Competitive Markets
• Cross‑Selling
• Customer Knowledge
• Customer Needs
• Interpersonal Relationship Management
• Life Insurance
• Perseverance and Follow‑Through
• Sales
• Sales Activities

• Address: CALGARY MAIN BRANCH, 339 8 AVE SW:
  
  CALGARY
• City:
  Calgary
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: INSURANCE
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date:
• Final date to receive applications:

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.