Licensed Insurance Advisor providing trusted insurance advice for home and auto solutions at RBC. Focused on delivering excellent client experience while achieving sales goals.
About the role
- Inside Wholesaler responsible for cultivating and maintaining relationships with RBC Insurance Brokers. Collaborating with Sales Consultants to achieve sales plans and develop producer acquisition strategies.
Responsibilities
- Partner with Sales Consultant to establish a strategic business plan for the territory with defined sales targets
- Proactively contact insurance advisors to gain information and insight into their practices
- Establish relationships with marketing staff of key producers/MGAs
- Provide insight and sales ideas related to the insurance industry, product knowledge & system training (BIC, Illustrations, Morningstar etc.)
- Position RBC Insurance products & solutions to prospects & existing clients; as well as identifying cross selling opportunities
- Advance the sales process with new prospects by booking presentations and meetings for the Sales Consultants
- Maintain contact management system and develop follow-up strategy for newly contracted brokers, thank-you for large cases, etc.
- Attain weekly metrics
Requirements
- Must have Life Insurance License (LLQP) or willing to obtain the license within 6 months of the hire date
- Post-secondary education or the equivalent
- Excellent organizational skills – able to respond to inquiries, suggestions, complaints and requests in a timely, courteous & professional manner
- Exceptional interpersonal, presentation and communication skills, both written and verbal
- Driver’s license and vehicle mandatory
- Nice-to-have Proven success meeting and exceeding sales targets
- Knowledge of all lines of business (Life, Living Benefits, Wealth) an asset
- Financial Acumen – sound knowledge of financial markets, fundamentals of financial planning
- Understanding of competitive landscape and marketplace.
Benefits
- A Total Rewards program that includes flexible benefits
- Work/life balance
- Career development programs
- Investment and retirement savings plans
- Competitive pay and high-earning potential
- All the tools, training, and team support you need to grow your business and career
- Flexible work/life balance options
- RBCI software tools to boost your productivity
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