Entrepreneurial Financial Advisor Role - RBC (Levis)

Entrepreneurial Financial Advisor Role - RBC (Levis)

25 Aug
|
RBC Insurance
|
Levis

25 Aug

RBC Insurance

Levis

RBC Insurance seeks driven individuals for the Financial Security Advisor role, focused on delivering innovative insurance solutions to clients. Leverage your entrepreneurial skills and market knowledge to make meaningful client connections.
As a key member of our Field Sales team, you'll provide integrated life and health insurance planning. Your skilled sales experience will enable you to prospect effectively and build networks, with support from internal teams to enhance client relationships.
Key Responsibilities:
• Connect with clients to assess their financial needs
• Independently grow your client base through outreach
• Deliver solutions aligned to clients' evolving situations
• Utilize Salesforce to manage client interactions
• Regularly assess and adjust your business strategies
Requirements:
• At least 2 years of sales experience
• Life/A&S; License or intent to acquire before starting
• Existing referral network beneficial
• Relevant post-secondary education
• Must possess a valid driver's license and vehicle
Harness your drive and client focus to excel as a Financial Security Advisor at RBC Insurance.
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📌 Entrepreneurial Financial Advisor Role - RBC (Levis)
🏢 RBC Insurance
📍 Levis

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