Financial Security Advisor at RBC Insurance, Boucherville
Financial Security Advisor at RBC Insurance, Boucherville
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Boucherville, Canada
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Posted: less than a week ago
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Save
Description
Become a Financial Security Advisor with RBC Insurance in Montreal. Drive business growth by providing comprehensive life and financial advice, engaging clients through tailored solutions.
As an accredited Life, Health&Wealth Advisor, you will connect with clients, develop strong relationships, and enhance your book of business. Your success relies on understanding RBC’s insurance products and leveraging your existing network for client referrals. With support from internal partners, you will thrive in a dynamic environment that focuses on client-first solutions.
Key Responsibilities:• Connect with clients and understand their life events • Independently prospect and develop a new business portfolio • Promote client-first mindset in a flexible digital setting • Utilize Salesforce to manage and deepen client relationships • Review business results regularly and adjust strategies
Requirements:• Minimum 2 years of qualified sales experience • Life/Surety License (HLLQP/LLQP) or willingness to obtain • Strong client relationship management skills • Valid driver’s license and personal vehicle required • Post-secondary degree or equivalent
Become an integral part of RBC Insurance's commitment to trustworthy financial solutions. #J-18808-Ljbffr
As an accredited Life, Health&Wealth Advisor, you will connect with clients, develop strong relationships, and enhance your book of business. Your success relies on understanding RBC’s insurance products and leveraging your existing network for client referrals. With support from internal partners, you will thrive in a dynamic environment that focuses on client-first solutions.
Key Responsibilities:• Connect with clients and understand their life events • Independently prospect and develop a new business portfolio • Promote client-first mindset in a flexible digital setting • Utilize Salesforce to manage and deepen client relationships • Review business results regularly and adjust strategies
Requirements:• Minimum 2 years of qualified sales experience • Life/Surety License (HLLQP/LLQP) or willingness to obtain • Strong client relationship management skills • Valid driver’s license and personal vehicle required • Post-secondary degree or equivalent
Become an integral part of RBC Insurance's commitment to trustworthy financial solutions. #J-18808-Ljbffr
Highlights
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Company nameRoyal Bank of Canada
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Job positionFinancial Security Advisor at RBC Insurance
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