Risk Management Specialist - Drummondville - beBeeFinancialSecurity

    beBeeFinancialSecurity
    beBeeFinancialSecurity Drummondville

    1 week ago

    Full time

    Job title: Financial Security Advisor, Insurance

    Description

    Opportunity Overview



    As a Financial Security Advisor, you will provide comprehensive insurance planning and advice to clients using RBC's suite of products.


    You will develop and deepen client relationships using salesforce tools/electronic forms, contributing to your sales success through achievement of individual goals.

    • Promote integrated solutions aligned with client needs
    • Better understand their current circumstances thru discovery meetings
    • Analyze potential long-term care risks by developing growth plans.


    About the Role:
    The ideal candidate for this opportunity is an accredited Life & Wealth Advisor (HLLQP/LLQP) who can provide expert life insurance planning and advice to clients. You must have strong communication skills and be able to build lasting relationships with clients.


    ​​- Strong understanding of financial services ​incluing Life Insurance Planning
    - Proven track record in achieving individual goals
    - Excellent communication and interpersonal skills
    • Exceptional customer service skills
    • Able to work effectively in a team environment

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