Private Client Insurance Specialist
Private Client Insurance Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Job Summary
Job Description
What is the opportunity
As Private Client Insurance Specialist you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients. You will provide advice based High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach to protect clients wealth possessions and lifestyle. You will also build relationships with Wealth advisors within assigned Wealth Management locations while working with a team of RBC Insurance High Net Worth Specialists to provide HNW clients with complete solutions.
What will you do
Contribute to and is responsible/accountable for team sales success through achievement of individual sales goal
Partner with WM advisors to effectively meet their clients individual Home and Auto Insurance needs as part of RBCs strategy to wrap our arms around our clients
Develop and implement business plan for assigned territory in terms of which WM advisors to target relationship building plans
Provide a superior client experience creating clients as advocates by listening and connecting with them through the use of effective discovery discussions leading to tailored solutions aligned to our clients needs
Promote and create an environment that encourages deepening client relationships
Communicate and reinforce RBC Vision National Office and local strategic direction organizational values and implementation plans
What do you need to succeed
Must-have
RIBO License and/or General Insurance License (Level 2 AB BC).
Minimum 5 years previous sales experience in property and casualty insurance
Proven experience with relationship management and collaboration
Strong business communication and presentation skills highly driven and self-motivated with a positive and enthusiastic attitude
Remain mobile to accommodate clients and branch meetings (50-75% travel required)
Nice-to-have
Minimum 1-3 years previous sales experience in private client/high net worth
College or University education
CIP Designation CAIB Designation
Whats in it for you
We thrive on the challenge to be our best progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other reaching our potential making a difference to our communities and achieving success that is mutual.
Ability to make a difference and lasting impact
Work in a dynamic collaborative progressive and high-performing team
Opportunities to do challenging work
RBCI software tools to boost your productivity
Job Skills
Communication Competitive Markets Cross-Selling Customer Knowledge Customer Needs Group Problem Solving Identifying Sales Opportunities Insurance Products Perseverance and Follow-Through Sales Sales Activities Sales ClosingAdditional Job Details
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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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
