Health & Wealth Advisor at RBC

Position: Life, Health & Wealth Advisor at RBC
Unlock your potential as a dedicated Life, Health & Wealth Advisor with RBC Insurance. Leverage your entrepreneurial spirit to provide tailored insurance solutions to new and existing clients.

In this role, you will be an accredited advisor focusing on integrated insurance planning. With a robust support system for prospecting and client relationship management, you’ll use your business development skills to grow a new client portfolio. A strong commitment to client needs will guide your approach to delivering tailored financial advice.

Key Responsibilities:

• Connect with clients to understand their insurance needs

• Prospect and develop a new book of business

• Promote a client-first approach in meetings

• Utilize Salesforce for client relationship management

• Achieve individual sales goals for team success

Requirements:

• 2+ years of professional sales experience

• Life/A&S License (HLLQP/LLQP) required

• Strong business development skills

• Existing referral network essential

• Valid Canadian driver's license needed

Bring your ambition and expertise to RBC, where you can thrive as a trusted financial advisor.
#J-18808-Ljbffr