Elevate your career as a Life and Wealth Advisor with RBC Insurance, focusing on integrated insurance planning and client relationship development. Cultivate recent business and provide tailored financial advice to clients.
The RBC Insurance Field Sales team seeks self-motivated individuals ready to take on the role of Life, Health & Wealth Advisor (HLLQP/LLQP). With at least two years of sales experience, you will connect with clients to provide comprehensive insurance solutions, supported by internal teams and Salesforce tools.
Your goal-oriented ambition allows you to excel in prospecting and building a robust client network.
Key Responsibilities:
Connect with clients and assess their financial needs
Prospect and develop a current book of business
Promote client-first service in a digital format
Deepen relationships using Salesforce and other tools
Review business results and adjust strategies as needed
Requirements:
2+ years of qualified sales experience
Life/A&S; License (HLLQP/LLQP) or intent to obtain
Strong interpersonal skills for client relationship building
Post-secondary degree or equivalent credential
Valid driver's license and own vehicle for client visits
Develop your skills in providing comprehensive financial advice while fostering client relationships at RBC Insurance.
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📌 Life And Wealth Advisor At Rbc Insurance Vancouver
🏢 Good Life Fitness
📍 Vancouver
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