Independent Insurance Agent with Desjardins selling auto, property, and life insurance. Responsible for recruiting and leading a professional team while maintaining client relationships.
About the role
- Life, Health & Wealth Advisor providing comprehensive insurance and financial advice at RBC Insurance. Building client relationships through business development, networking, and effective opportunity spotting.
Responsibilities
- 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 needs
- Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
- 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 centers 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
- Must have Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed
- 2+ years’ professional sales experience
- Ability to develop and maintain strong client relationships
- Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date
- An existing network of referrals and approved centers of influence
- Post-secondary degree or equivalent
- Digital literacy using a variety of systems and tools
- Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area
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
Salary
Not specified
Degree requirement
Location requirements
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