Royal Bank of Canada
Insurance Financial Security Advisor at RBC
Job Description
Elevate your career as a Financial Security Advisor with RBC Insurance in Montréal. This full-time role combines financial planning expertise with a focus on client-centric solutions and relationship building.
RBC is seeking motivated advisors to join its dynamic Field Sales team. As an accredited Life, Health & Wealth Advisor, you will connect with clients, understand their needs, and provide tailored insurance and financial solutions. The role requires strong prospecting skills and a talent for developing long-lasting client relationships supported by a digital environment.
Key Responsibilities:
• Understand client's life events for tailored solutions
• Prospect and develop a new book of business
• Meet clients conveniently through digital means
• Utilize Salesforce to manage client relationships
• Achieve individual sales targets and contribute to team success
Requirements:
• 2+ years of professional sales experience
• Life/A&S License (HLLQP/LLQP) or w...
RBC is seeking motivated advisors to join its dynamic Field Sales team. As an accredited Life, Health & Wealth Advisor, you will connect with clients, understand their needs, and provide tailored insurance and financial solutions. The role requires strong prospecting skills and a talent for developing long-lasting client relationships supported by a digital environment.
Key Responsibilities:
• Understand client's life events for tailored solutions
• Prospect and develop a new book of business
• Meet clients conveniently through digital means
• Utilize Salesforce to manage client relationships
• Achieve individual sales targets and contribute to team success
Requirements:
• 2+ years of professional sales experience
• Life/A&S License (HLLQP/LLQP) or w...