Sales Support Representative - Wealth

Job Description

What is the opportunity?

As a Sales Support Representative, Wealth, you will act as a point of contact with brokers of Wealth Contracts. You will handle each broker’s inquiry with high priority to ensure they receive fast and effective turnaround time with all the business needs, will provide superior sales support and service to brokers in order to achieve regional sales targets in addition to share and contribute to Sales Consultant’s action plans.

What will you do?

• Initiate and respond to calls from producers and provide product & administrative support, education and training to producers and their staff on running quotations, contracting and application completion, product information and RBC systems.
• Manages all requirements of the new business process from quoting, contracting and application submission and assist Sales Consultant with analyzing blocks of business and identifying opportunities for additional premium
• Provide marketing support to Senior Sales Consultant –assist with revenue generation activities specific to each MGA (Managing General Agent ) strategy.
• Resolve customer inquiries and determine appropriate action for complex issues
• Establish relationships with the key staff of brokers. Assists in new producer set-up including proactive calling and follow-up.
• Work closely with internal partners to provide seamless service to brokers
• Participate in call campaigns as they arise
• Train brokers and their team on our systems and tools in order to augment their sales with us

What do you need to succeed?

Must-have

• Professional customer service skills and a talent for listening and establishing rapport and finding the right solution
• Ability to work well with diverse team and independently
• Excellent organizational skills, Initiative & Proactive
• Strong negotiation skills, Impact and Influence, analytical thinking

Nice-to-have

• Knowledge or experience of the Insurance industry and/or Life insurance
• LLQP License is considered an asset
• Post Secondary education or equivalent
• Good knowledge of Microsoft Suite and capability to learn new systems quickly

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What’s in it for you?

Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.

• Working with an award-winning team Awards | RBC Diversity & Inclusion

• A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options

• Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day.

• Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things. Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.

• Flexible work arrangements and leaders who support your needs—both personal and professional.

• An opportunity to have real impact on the lives of our clients and the communities we serve.

• RBCI software tools to boost your productivity

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Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

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