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Insurance advisor, life & wealth


This is a Part-time position in Ottawa, ON posted November 29, 2019.

What is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.

As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.

Your drive to understand the full-suite of RBC Insurance Life, Living Benefits, Wealth and Travel products enables you to provide valuable solutions to your clients based on their needs.

Alongside your own prospecting and networking activity, you are supported by internal partners who send client referrals your way and work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.

We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged.

When you succeed, we succeed.

Join us.

What will you do?Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needsPromote a client-first mindset by meeting clients when and where it is most convenient for them (i.e.: their home, office, RBC Insurance store)Develop and deepen client relationships with the use of Salesforce and other compliant customer toolsContribute to and be accountable for your team sales success through the achievement of your individual sales goals Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBC’s vision to be among the world’s most trusted and successful financial institutionsWhat do you need to succeed?A goal-oriented attitude with a strong ambition to succeedHonesty, integrity, and the desire to put clients firstBusiness development and prospecting skillsAn appetite to learn and take a vested interest in your client needsThe ability to develop and maintain strong client relationshipsExcellent communication skills and the ability to motivate others to actionFlexibility to work non-standard hours (evenings and week-ends)Must havePost-secondary degree or equivalent Life/A&S License (HLLQP/LLQP); current or willingness to obtain1-2+ years’ professional sales experience, preferably within the Insurance industryAn existing network of referrals and approved centres of influenceCompetency with CRM systems; experience with Salesforce an assetA valid driver’s license, proper automobile insurance, and regular access to a vehicleNice to haveIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)What’s in it for you?The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career development Innovative mobile technology to ensure your success with clients in the fieldFS100About RBCRoyal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization.

We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

We have over 80,000 full and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S.

and 37 other countries.

For more information, please visit our Talent CommunityStay in-the-know about great career opportunities at RBC.

Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC.

Find out how we use our passion and drive to enhance the well-being of our clients and communities at Inclusion and Equal Opportunity EmploymentRBC is an equal opportunity employer committed to diversity and inclusion.

We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.

Disability-related accommodations during the application process are available upon request.JOB SUMMARYCity: Ottawa Address: Your Home Office Work Hours/Week: 37.5 Work Environment: Branch and Home Office Employment Type: Permanent Career Level: Experienced Hire/Professional Pay Type: Salary + Commission Required Travel (%): 51-75 Exempt/Non-Exempt: N/A People Manager: No Application Deadline: 01/06/2020