Life, Health & Wealth Advisor at RBC
RBC Insurance • fredericton, Canada
Role Description
Transform lives as a Life, Health & Wealth Advisor at RBC Insurance. Leverage your financial expertise to provide comprehensive insurance planning to clients while developing your own network.
This full-time role calls for self-motivated and entrepreneurial individuals with a passion for business development. You will engage your network to offer tailored life and wealth solutions while continuously prospecting for new clients. Your ability to build strong relationships supported by Salesforce will enhance both your success and the trust clients place in RBC Insurance.
Key Responsibilities:
• Connect with clients by understanding their life events
• Independently prospect and develop a new book of business
• Promote a client-first mindset in a digital environment
• Deepen client relationships using Salesforce tools
• Meet individual sales goals to contribute to team success
Requirements:
• 2+ years of professional sales experience
• HLLQP/LLQP license or w...
This full-time role calls for self-motivated and entrepreneurial individuals with a passion for business development. You will engage your network to offer tailored life and wealth solutions while continuously prospecting for new clients. Your ability to build strong relationships supported by Salesforce will enhance both your success and the trust clients place in RBC Insurance.
Key Responsibilities:
• Connect with clients by understanding their life events
• Independently prospect and develop a new book of business
• Promote a client-first mindset in a digital environment
• Deepen client relationships using Salesforce tools
• Meet individual sales goals to contribute to team success
Requirements:
• 2+ years of professional sales experience
• HLLQP/LLQP license or w...