Health & Wealth Advisor at RBC

Position: Life, Health & Wealth Advisor at RBC
Unlock your potential as a Life, Health & Wealth Advisor with RBC Insurance. Use your sales experience to deliver integrated insurance solutions that address client needs in Ottawa.

RBC Insurance seeks a driven individual to enhance client relationships while generating new business. This full-time role centers on promoting life insurance and wealth products by cultivating existing networks and forging new connections. You'll receive support from internal partners to optimize your sales strategy and ensure client satisfaction.

Key Responsibilities:

• Connect with clients through discovery and assessment

• Prospect and develop new business through targeted outreach

• Promote client-first mindset for convenience and engagement

• Deepen relationships using Salesforce and compliant tools

• Review business results regularly to adapt strategies

Requirements:

• 2+ years of professional sales experience

• Life/A&S License (HLLQP/LLQP) or willingness to obtain

• Strong client relationship development skills

• Existing referral network within target market

• Valid Canadian driver's license and vehicle

Maximize your expertise in sales and client management as you elevate your career with RBC Insurance in Ottawa.
#J-18808-Ljbffr