21 Jan
Recognized
Montreal
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 also will be responsible to build your brand outside of Wealth Management and grow your HNW business utilizing business development activities to support these goals. You will provide advice based High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach to protect client's 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 RBC's 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
- Contribute to ONE RBC and refer client's to Field Sales for Life and Health opportunities.
What do you need to succeed?
Must-have
- Damage insurance license (general license)
- Minimum 5 years previous sales experience in property and casualty insurance
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs
- 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, business development 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
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 business and career
- Flexible work/life balance options
- Sophisticated RBCI software tools to boost your productivity and grow your business
RBC Insurance is an organization that succeeds by bringing out the best in its people. You'll be part of a supportive, inclusive team that shares common values - including a fundamental respect for each other. At the heart of this is a commitment to diversity. RBC respects and responds to the many competing and evolving priorities in our lives - so you can focus on what you can do best - putting clients first.
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 Closing
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÉAL
City:
MONTRÉAL
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
INSURANCE
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-01-20
Application Deadline:
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.
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