Build client relationships through life insurance planning and financial advice as an RBC Insurance Advisor in Edmonton. Use prospecting and networking to grow your practice.
As an accredited Life, Health & Wealth Advisor, you will advise existing referrals and recent RBC client acquisitions. The full RBC Insurance suite includes Life, Whole Life, Living Benefits, and Wealth products. Salesforce and compliant customer tools support relationship development and digital client meetings.
Key Responsibilities:
- Discover client needs through conversations about life events
- Provide comprehensive insurance and financial advice
- Prospect and grow a new book of business
- Develop relationships using Salesforce and electronic forms
- Review results and adjust activities toward targets
Requirements:
- Two or more years of professional sales experience
- Life/A&S; License, or willingness to complete before starting
- Existing referral network and approved centers of influence
- Post-secondary degree or equivalent qualification
- Valid Canadian driver’s license and personal vehicle
Apply your sales, networking, and insurance expertise to help Edmonton clients receive advice aligned with changing needs.