Insurance Advisor , Health & Wealth

Job Description

RBC Insurance is seeking a self‑motivated, highly driven, entrepreneurial individual to join our Field Sales team. As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you will deliver integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your deep knowledge of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products will enable you to provide valuable solutions to clients based on their evolving needs.

In addition to your own prospecting and networking activity, you will be fully supported by internal partners who help deepen client relationships through effective opportunity spotting and honest sales practices.

We are proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns with their current and changing needs.
• Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship‑building.
• 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 centers 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.

• Business development and prospecting skills with a goal‑oriented attitude and a strong ambition to succeed.
• 2+ years’ professional sales experience.
• Ability to develop and maintain strong client relationships.
• Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date.
• An existing network of referrals and approved centers of influence.
• Post‑secondary degree or equivalent.
• Digital literacy using a variety of systems and tools.
• Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area.

• Fluent in English + other language.
• Great communication skills.
• 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 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.

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

• Address: 2212 BANK ST:
  
  OTTAWA
• City:
  Ottawa
• 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:

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

At RBC,…