Insurance Advisor Health & Wealth Regional Municipality
Listed on 2026-07-07
-
Sales
Insurance Sales, Financial Sales -
Insurance
Insurance Sales, Financial Sales
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 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 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.
- Life/A&S;
License (HLLQP/LLQP) or the willingness to complete it prior to start date. - Business development and prospecting skills with a goal‑oriented attitude with a strong ambition to succeed.
- The ability to develop and maintain strong client relationships.
- Professional sales experience with an entrepreneurial mindset.
- An existing network of referrals and approved centres of influence.
- Digital literacy using a variety of systems and tools.
- Nice to have: bilingual (French & English).
- Professional sales experience in the insurance industry.
- Industry designations preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist).
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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 recognise 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 programmes and opportunities for career development
RBCI software tools to boost your productivity
50 TACOMA DR, HALIFAX City:
Halifax Country:
Canada Work hours/week: 37.5
Employment Type:
Full time Platform: INSURANCE Job Type: Regular
Pay Type:
Salaried
Final date to receive applications: . Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.
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