RBC Insurance
Advanced Life Insurance Tax Specialist
Job Description
Advance your career as a Tax Specialist in Life Insurance with RBC Insurance. Collaborate with a knowledgeable team to drive success in estate planning and wealth management solutions.
In this pivotal role, you will support RBC’s business development team, leveraging your expertise in taxation and estate planning. Your responsibilities include developing client strategies and educating Advisors on effective insurance concepts. A minimum of five years in sales is ideal for this collaborative environment.
Key Responsibilities:
• Serve as a taxation and estate planning authority
• Lead the development of sales strategies for client retention
• Collaborate with the sales enablement team on training
• Work with Business Development Managers to increase revenue
• Facilitate educational seminars and client meetings
Requirements:
• Provincial Life Insurance License or CFP required
• Bilingual in English and French
• 5+ years in the life insurance sector
• In...
In this pivotal role, you will support RBC’s business development team, leveraging your expertise in taxation and estate planning. Your responsibilities include developing client strategies and educating Advisors on effective insurance concepts. A minimum of five years in sales is ideal for this collaborative environment.
Key Responsibilities:
• Serve as a taxation and estate planning authority
• Lead the development of sales strategies for client retention
• Collaborate with the sales enablement team on training
• Work with Business Development Managers to increase revenue
• Facilitate educational seminars and client meetings
Requirements:
• Provincial Life Insurance License or CFP required
• Bilingual in English and French
• 5+ years in the life insurance sector
• In...