Senior Manager, Proactive Advice Culture and Client Advice Experience
Senior Manager, Proactive Advice Culture and Client Advice Experience
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Job Description
Job Summary
Job Description
The Senior Manager Proactive Advice Culture (PAC) and Client Advice Experience (CAE) is a PAC Ambassador and Champion responsible for the delivery and development of the PAC Program through content curation presentation materials and enhanced skills training for Insurance Professionals across RBC RBCI and externally to clients within the Insurance Industry.
Support and implement the PAC Internal Strategy across RBC Insurance by increasing scalability and sustainability in the PAC program.
Ensure the PAC culture is embedded within all RBC Insurance the 6 tenants of PAC are in everything we do particularly with our clients.
- As a PAC Champion and Ambassador lead by example by actively demonstrating expertise with skills and behaviors of PAC and setting the standard for others to follow.
- Supports the creation of content for training programs job aids scripting and training programs from onboarding to ongoing training ensuring content consistency and accuracy through vetting and collaboration with key partners and stakeholders.
- Deep level of understanding the different roles across S&D including proprietary and nonproprietary channels and national office teams.
- Responsible for facilitating training and presenting PAC training in person and virtually.
- Build PAC learning curriculums ensuring alignment with regulatory guidelines such as the Fair Treatment of Consumers
- Support PAC Level One Two and Three Certification programs by evaluating submissions reporting and trends implementing strategies to support OKRs related to PAC Certification
- Subject matter expert and key partner of PAC and CAE for S&D Enablement and Head Office departments
- Support advice-based selling as the driver behind delivering the client first strategy to Win in Client Experience
- Assist with the coordinator for all PAC onboarding and ongoing training programs across RBC Insurance.
Create and Implement the PAC External Strategy across the Insurance Industry by recruiting clients creating and delivering program content.
- As a PAC Champion and Ambassador lead by example by actively demonstrating expertise with skills and behaviors of PAC and setting the standard for others to follow.
- Supports the creation of content for external training programs job aids scripting and training programs through digital platforms and project management
- Deep level of understanding the different roles across third party channels such as MGAs and brokers
- Prospecting and meeting potential clients both at RBC and externally to build relationships
- Responsible for facilitating training and presenting PAC training in person and virtually.
- Build PAC learning curriculums ensuring alignment with regulatory guidelines such as the Fair Treatment of Consumers
- Support PAC Level One Two and Three Certification programs by evaluating submissions reporting and trends implementing strategies to support OKRs related to PAC Certification
- Support advice-based selling as the driver behind delivering the client first strategy to Win in Client Experience
- Assist with the coordinator for all PAC training programs internally across RBC RBC Insurance and for external clients.
Job Skills
Coaching Others Collaboration Customer Experience (CX) Design Thinking Facilitation Interpersonal Relationship Management Performance Management (PM) Sales Training ProgramsAdditional 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:
Senior Manager
Employment Type
Full-Time
