Life & Wealth Advisor in Vancouver
0000050824 RBC Life Insurance • vancouver, Canada
Role Description
Accelerate your career as a Life & Wealth Advisor with RBC in Vancouver. This role focuses on providing personalized financial and insurance guidance to a diverse range of clients.
RBC is seeking an experienced Life & Wealth Advisor to join its Field Sales team. You will independently generate new business while building strong client relationships, with support from seasoned partners. Proficient understanding of RBC Insurance products is crucial for tailoring solutions that meet client needs effectively.
Key Responsibilities:
• Connect through discovery calls to assess client needs
• Build and manage a diverse client portfolio independently
• Promote a client-first approach amid market fluctuations
• Utilize Salesforce for enhanced client relationship management
• Achieve individual sales targets consistently
Requirements:
• Minimum of 2 years of proven sales experience
• Current Life/A&S License (HLLQP/LLQP) or plan to obtain
• Strong ability to nurtu...
RBC is seeking an experienced Life & Wealth Advisor to join its Field Sales team. You will independently generate new business while building strong client relationships, with support from seasoned partners. Proficient understanding of RBC Insurance products is crucial for tailoring solutions that meet client needs effectively.
Key Responsibilities:
• Connect through discovery calls to assess client needs
• Build and manage a diverse client portfolio independently
• Promote a client-first approach amid market fluctuations
• Utilize Salesforce for enhanced client relationship management
• Achieve individual sales targets consistently
Requirements:
• Minimum of 2 years of proven sales experience
• Current Life/A&S License (HLLQP/LLQP) or plan to obtain
• Strong ability to nurtu...