Application Deadline:
2025-02-19
What is the opportunity?
We are looking for a tax, insurance, estate planning, sales and marketing expert to join the RBC Insurance team. You will partner with Insurance Advisors, Wholesalers, Distributors and other members of the Insurance Management team to win business over the competition within a highly driven market. You will possess a unique sales consultative perspective with the ability to work with various parties in order to enable them to reduce taxes and achieve their tax and estate planning goals.
What will you do?
•You will act as an expert for in-force block inquiries and case consult for estate planning & taxation as it pertains to life, living benefit and wealth products utilizing strategic thinking and expert planning skills to assist in achieving retirement and estate planning objectives.
•Consult with individual brokerage channel across Canada to provide a variety of services including education and case work. Cases include business law including incorporations, tax-driven re-organizations, security agreements, tax and estate planning and other business agreements
•Develop and implement sales strategies to proactively attract, acquire, and retain clients as well as identify opportunities to increase profitability.
•Recognized as an expert in tax planning with innate leadership qualities to provide advisory/wholesaler service on general policies and industry guidelines.
•Collaborate with sales enablement to help educate Advisors, Wholesalers and Distributors in matters relating to insurance concepts; and how they fit into wealth preservation and wealth transfer strategies.
•Partner with distribution Business Development Managers, Leaders, Wholesalers and Advisors to grow revenue through a variety of methods including during client meetings, seminars and roadshows.
What do you need to succeed?
Must-have:
•Minimum 5 years seasoned sales experience in the Life Insurance industry
•Provincial Life Insurance License(s)
•Law degree with estate planning background and/or CPA
•Excellent written, verbal English communication skills with the proven ability to create and facilitate presentations to a large audience
•Comprehensive experience in “wealth preservation” and “wealth transfer” concepts
•Actively pursuing continuous learning and expanding knowledge on presentation and Insurance / Financial Planning skills
Nice to Have:
•CLU or CFP or currently enrolled in such courses
•Ability to speak and write in French is considered an asset
•Marketing and/or communications experience
- Computer literate in Insurance Company Illustration software
What's in it for you?
• A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
• Competitive pay and high-earning potential
• All the tools, training, and team support you need to grow your career
• Flexible work/life balance options
• Sophisticated RBCI software tools to boost your productivity
Job Skills
Additional Job Details
Address:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
City:
MISSISSAUGA
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
INSURANCE
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-02-03
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.