Join RBC Insurance in Montreal as a Field Sales Financial Security Advisor. This role requires entrepreneurial spirit and solid sales skills to offer comprehensive insurance solutions.
In this position, you'll connect with clients to address their life events through personalized financial advice. With at least two years of sales experience, you will prospect new opportunities and build solid relationships. Utilizing Salesforce, you'll enhance communication while effectively meeting clients' needs in a dynamic workplace.
Key Responsibilities: • Understand client life events and deliver tailored financial advice • Develop and expand a new client portfolio through outreach • Promote client-first practices in digital communication • Cultivate relationships using customer management tools • Meet individual sales targets contributing to overall team performance
Requirements: • Proven business development and prospecting skills • HLLQP/LLQP License or willingness to obtain • Established referral network preferred • Post-secondary education required • French fluency essential
At RBC Insurance, your success is matched by our commitment to your growth and professional development. #J-18808-Ljbffr