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Royal Bank of Canada

Global banking, wealth management, and insurance

Insurance Advisor - Life, Health & Wealth

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeCharlottetown, PE, CanadaNo salary listedIn-person

About the Job

Requirements

  • A post-secondary degree or equivalent is required.
  • A Life/A&S License (HLLQP/LLQP) is required, or the ability to complete it before the start date.
  • Business development and prospecting skills and a goal-oriented attitude are required.
  • The ability to develop and maintain strong client relationships is required.
  • Professional sales experience and an entrepreneurial mindset are required.
  • An existing network of referrals and approved centres of influence is required.
  • Digital literacy using a variety of systems and tools is required.

Responsibilities

  • Connect with clients through discovery to understand their life events and offer comprehensive insurance and financial advice that aligns with their current and changing needs.
  • Promote a client-first mindset in a digital environment by meeting clients at a time convenient for them.
  • Develop and deepen client relationships using Salesforce and other compliant customer tools and electronic forms.
  • Contribute to and be accountable for team sales success by achieving individual sales goals.
  • Increase external networks by capitalizing on market opportunities and referrals from approved centres of influence.
  • Regularly review individual business results and adjust activities as needed to meet established targets.
  • Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions.

Desired Qualifications

  • Bilingual French and English.
  • Professional sales experience in the insurance industry.
  • Industry designations such as CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or CHS (Certified Health Insurance Specialist).

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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