Use life insurance expertise and prospecting skills as a Financial Security Advisor with RBC Insurance in Montréal. Support clients through changing financial needs.
As an accredited Life, Health & Wealth Advisor, you provide integrated life insurance planning and advice. You serve existing referrals and new RBC client acquisitions. The work includes Life, Whole Life, Living Benefits, and Wealth products, supported by internal partners and compliant digital tools.
Key Responsibilities:
- Discover client needs and provide comprehensive insurance and financial advice
- Prospect and grow a new book through targeted outreach
- Build relationships using Salesforce and compliant electronic forms
- Meet clients conveniently in a digital environment
- Review results and adjust activities toward established targets
Requirements:
- Two or more years of skilled sales experience
- Life or accident and sickness license, or willingness to complete
- Existing referral network and approved centers of influence
- Post-secondary degree or equivalent qualification
- Fluency in French and valid Canadian driver's license
Apply financial advice, life insurance planning, and relationship-building skills while developing RBC Insurance client relationships in Montréal.