- Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
- 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 centres 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
What do you need to succeed?
Must have - Post-secondary degree or equivalent
- Life License (HLLQP/LLQP) Insurance of persons certification or the willingness to complete it prior to start date
- Requires fluency in French and English in order to serve our clients in the community with English speaking needs.
- Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
- The ability to develop and maintain strong client relationships
- Professional sales experience with an entrepreneurial mindset
- An existing network of referrals within the community
- Digital literacy using a variety of systems and tools
Nice to have - Professional sales experience in the insurance domain
- Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
What's in it for you?
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
-
Insurance Advisor
4 days ago
National Bank of Canada Montréal, Canada**Primary Locations**:Montreal, Quebec**: · **Attendance**:Hybrid**: · **Employee Status**:Regular**: · **Schedule**:Full-time**: · A career in the Insurance sector at National Bank means being part of a large, agile, dynamic and passionate team that has a direct impact on protec ...
-
Claims advisor, P&C insurance
1 week ago
Desjardins Group Montréal, QC, Canadaremote type Le mode de travail s'appliquant au poste est temps plein télétravail · locations Montréal · posted on Publié il y a 3 jour(s) · À titre d'expert(e) en sinistre sur la route, vous contribuez à la prise en charge et au maintien de la relation d'affaires auprès des me ...
-
Bilingual Insurance Advisor
1 week ago
TD Bank Laval, Canada402418BR · Call Center · Laval, QC · March 9, 2023 · Company Overview · Department Overview · "Welcome to TD, how can I help?" · Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance ...
-
Insurance Advisor, Underwriting and Billing
1 week ago
Definity Financial Corporation Montréal, CanadaJob ID : 6759 · Category : Personal Insurance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Montreal, Canada · Economical is part of Definity, which includes some of Canada's most long-standing and innovative insurance brands, inclu ...
-
Group Insurance Advisor Sme
6 days ago
BFL CANADA Montréal, Canada**We offer more than a job, we offer a career** · - We support our employees to shape their career by encouraging continuing education and investing in training and development. · - We put our employees at the center of what we do to allow them to grow personally and professional ...
-
Insurance Advisor Life and Health
4 days ago
TD Bank Laval, CanadaWork Location: · Laval, Quebec, Canada · Hours: · 37.5 · Line of Business: · Personal & Commercial Banking · Pay Details: · **Job Description**: · - Every single day is an adventure Within TD's Contact Center, you'll find a community of colleagues helping TD's 25+ million custome ...
-
Bilingual Insurance Advisor, Sales New
13 hours ago
Definity Financial Corporation Montréal, CanadaJob ID : 7478 · Category : Petline Insurance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Montreal, Canada · Posting Range : $42,400 - $78,100 · Petline is part of Definity, which includes some of Canada's most long-standing and in ...
-
Bilingual Insurance Advisor, Service New
13 hours ago
Definity Financial Corporation Montréal, CanadaJob ID : 7477 · Category : Petline Insurance · Brand : Definity · Regular/Temporary : Regular · Fulltime/Parttime : Full Time · Location : Montreal, Canada · Posting Range : $42,400 - $78,100 · Petline is part of Definity, which includes some of Canada's most long-standing and in ...
-
Group Insurance Contract Writing, Advisor
4 days ago
Desjardins Montréal, Canada- Develop and maintain databases used to draft documents in collaboration with relevant sectors- · - Answer questions from the people involved and discuss special files with clients, consulting firms and internal representatives from other sectors, among others- Plan work to meet ...
-
Desjardins Montréal, CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
TD Bank Laval, Canada**TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · "Welcome to TD, how can I help?" · Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than ...
-
Licensed Insurance Advisor
1 week ago
Bank of Montreal Montréal, QC, CanadaLicensed Insurance Advisor - BMO Nesbitt Burns page is loaded · Licensed Insurance Advisor - BMO Nesbitt Burns · Apply locations Montreal, QC, CAN Virtual, QC, CAN time type Full time posted on Posted Yesterday job requisition id R Application Deadline: · 05/02/2024 Address: ...
-
Group Insurance Advisor
1 day ago
BFL Canada Montreal, Canada Full timeWe offer more than a job, we offer a career · We support our employees to shape their career by encouraging continuing education and investing in training and development. · We put our employees at the center of what we do to allow them to grow personally and professionally, wit ...
-
Insurance Advisor, Sales
1 week ago
Bank of Montreal Montréal, QC, Canada Full timeLicensed Insurance Advisor - BMO Nesbitt Burns page is loaded Licensed Insurance Advisor - BMO Nesbitt Burns · Apply locations Montreal, QC, CAN Virtual, QC, CAN time type Full time posted on Posted Yesterday job requisition id R Application Deadline: · 1501 McGill College Aven ...
-
Licensed Insurance Advisor
1 day ago
BMO Montreal, CanadaApplication Deadline: · 05/02/2024 · Address: · 1501 McGill College Avenue · Promotes and sells Life and living benefit insurance products by contacting prospects by phone and supporting inbound calls. Drives sales growth and meets individual targets. Delivers the desired client ...
-
Personal Finance Advisor
13 hours ago
Desjardins Vaudreuil-Dorion, CanadaAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we ha ...
-
Aviseur(Euse) Technique
13 hours ago
Groupe Autoforce Pincourt, CanadaLe **Groupe Autoforce** est à la recherche d'un(e) **aviseur(euse) /** **conseiller(ère) technique**. · **Nous offrons**: · - D'excellents avantages sociaux incluant un régime de retraite et un régime complet d'assurances (soins médicaux, paramédicaux, dentaire, de la vue, de san ...
-
Conseiller(ère) Technique
5 days ago
Ile Perrot Toyota Pincourt, Canada**Ile Perrot Toyota**, membre du **Groupe Autoforce** est à la recherche d'un(e) **conseiller(ère) technique**. · **Nous offrons**: · - D'excellents avantages sociaux incluant un régime de retraite et un régime complet d'assurances (soins médicaux, paramédicaux, dentaire, de la v ...
-
Branch Manager
5 days ago
National Bank of Canada Vaudreuil-Dorion, Canada**Primary Locations**:Vaudreuil-Dorion, Quebec**: · **Attendance**:On-site**: · **Employee Status**:Regular**: · **Schedule**:Full-time**: · It is to play a key role in ensuring the smooth running of your branch by acting as a coach to employees. It is to be a mobilizing leader a ...
-
Conseiller(ère) Technique
5 days ago
Ile Perrot Toyota Pincourt, Canada**Ile Perrot Toyota**, membre du **Groupe Autoforce** est à la recherche d'un(e) **conseiller(ère) technique**. · **Nous offrons**: · - D'excellents avantages sociaux incluant un régime de retraite et un régime complet d'assurances (soins médicaux, paramédicaux, dentaire, de la v ...
Financial Security Advisor, Insurance - Vaudreuil-Dorion, Canada - Royal Bank of Canada
Description
Job Summary
Job Description
What is the opportunity?
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We're proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.
What will you do?
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager
#LI-Hybrid
EVPP2
Job Skills
Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MONTRÉALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
INSURANCEJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at