Junior Consultant in Insurance Technology & Transformation at Wavestone, focusing on digital transformation and process optimization in insurance. Join a supportive environment with continuous development opportunities.
About the role
- Insurance Advisor providing comprehensive financial and insurance advice to clients. Collaborating with internal partners to deepen client relationships and achieve sales goals.
Responsibilities
- Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice
- Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
- Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
- Contribute 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 influence
- Regularly review individual business results and adjust activities as required to meet established targets
- Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions
Requirements
- Post-secondary degree or equivalent
- Life/A&S License (HLLQP/LLQP) or the willingness to complete it prior to start date
- Business development and prospecting skills with a goal-oriented attitude
- The ability to develop and maintain strong client relationships
- Professional sales experience with an entrepreneurial mindset
- An existing network of referrals and approved centres of influence
- Digital literacy using a variety of systems and tools
- Bilingual (French & English)
- Professional sales experience in the Insurance industry
- Industry Designations Preferred: CFP, CLU, CHS
Benefits
- 3 weeks paid vacation
- A comprehensive compensation package and incentives that recognize strong performance
- Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
- Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
- Outstanding training programs and opportunities for career development
- RBCI software tools to boost your productivity
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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