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皇家银行全职保险顾问 - Life, Health and Wealth

销售代理 全职 长期工 白班 英语/国语/粤语 须相关经验 须相关证书 自备用车 需要工作签证
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联系人: Brightcareer
电子邮件: anthony.wu@rbc.com
信息发布于: 2025-04-13
地理位置: 士嘉堡
查看: 28
职位类别: 全职长期工
大致薪金: 0~0加元/年
雇主描述: 皇家银行保险公司
招聘人数: 2
语言要求: 英语流利 国语流利 粤语流利
其他要求: 须相关经验 须相关证书 自备用车 需要工作签证
上班日期: 立即

详细信息

招聘简介
作为一名经过认证的保险与财富管理顾问(HLLQP/LLQP),您将为您现有的人脉推荐网络和新获取的RBC客户提供一体化的寿险规划与建议。您需要深入了解RBC保险的各项产品,包括定期寿险、终身寿险、生活利益保障和财富管理产品,从而根据客户需求提供有价值的解决方案。在您进行个人潜在客户开发和网络拓展的同时,公司内部的合作伙伴也将全力支持您,通过有效发现商机和诚信的销售实践,帮助您深化与客户的关系。

我们以推崇“优秀人才与创意共享并获奖励,团队合作受到鼓励”的企业文化而自豪。在您成功之时,我们也将与您共同取得成功。欢迎加入我们!

您的主要工作职责
• 与客户沟通交流,通过深入了解他们的重要生活事件,为他们提供符合当前及未来需求的全面保险和财务建议
• 在数字化环境中践行“客户至上”的理念,确保在客户最方便的时间与他们会面
• 利用Salesforce及其他合规的客户工具和电子表格,建立和深化客户关系
• 通过达成个人销售目标,为团队的整体销售成功贡献力量,并对此负责
• 抓住市场机遇,借助获认可的影响力中心及已有的客户推荐,积极拓展外部网络
• 定期审查个人业务成果,并根据既定目标调整相关活动
• 落实RBC“成为全球最受信赖与成功金融机构”这一愿景

申请者所需条件
• 必备条件:
• 拥有大学本科或同等学历
• 具备业务拓展和客户开发能力,目标导向,拥有强烈的成功渴望
• 能够建立并维持牢固的客户关系
• 持有寿险/储蓄保险从业执照(HLLQP/LLQP),或愿意在入职前考取保险从业执照(HLLQP/LLQP)
• 至少1-2年的保险行业专业销售经验,或相关销售经验;
• 拥有一定的推荐网络及认可的影响力中心资源
• 熟练使用各种系统和工具,具备数字化技能

优先考虑或加分项:
• 精通英语,普通话或粤语的申请者
• 具备行业内认可的专业资格:如CFP、CLU、CHS

您将获得的回报
• 为您提供发展客户群和实现个人职业目标所需的资源与支持
• 享受3周带薪休假
• 具有竞争力的薪酬方案和激励计划,充分认可您的杰出表现
• 灵活的健康福利,让您可以根据自身及家庭的需求选定适合的保障级别
• 员工储蓄、利润分享以及养老金计划,助您积累财富、规划未来财务安全
• 出色的培训项目及职业发展机会

工作技能要求
• 沟通能力、市场竞争意识、交叉销售、客户知识、理解客户需求、人际关系管理、寿险知识、坚持与执行力、销售技巧及相关销售活动经验

其他职位详情
•招聘职位:保险顾问 (Insurance Advisor - Life, Health and Wealth)
• 工作地址: 1571 Sandhurst Circle. 或 111 Grangeway Ave. Scarborough
• 所在城市: 士嘉堡Scarborough
• 所在国家: 加拿大
• 工作时长: 每周37.5小时
• 雇佣类型: 全职
• 所属行业平台: 保险
• 薪酬形式: 底薪 + 绩效奖金(Salaried + Commission)
• 申请截止日期: 2025-06-06
(注:申请将于截止日期前一天的晚上11:59停止接受)
Job Requisition ID : R-0000109219


包容与平等机会就业声明
在RBC,我们拥抱多样性和包容性,视其为创新和增长的源泉。我们致力于建立一个包容性团队和公平的工作场所,让员工能够以真实的自我投入工作。我们正在采取措施解决不平等和系统性偏见问题,以支持我们的多元人才、客户和社区。
此外,我们努力为拥有不同能力的求职者提供便捷的申请体验。如果在招聘过程中需要任何辅助,请告知我们。

有意者欢迎将简历投至:

(由于以上工作招聘是由以下英文招聘翻译过来的,如有偏差或不确定的地方,敬请以英文招聘为主,多有不便,敬请谅解)
Job Description

Please Note: Actively Hiring For GTA market.

What is the opportunity?

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.

What will you do?

Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs

Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them

Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms

Contribute to and be accountable for your team sales success through the achievement of your individual sales goals

Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence

Regularly review individual business results and adjust activities as required to meet established targets

Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

What do you need to succeed?

Must have

Post-secondary degree or equivalent

Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed

The ability to develop and maintain strong client relationships

Life/A&S License (HLLQP/LLQP), or the willingness to complete

1-2+ years’ professional sales experience in the Insurance Industry

An existing network of referrals and approved centres of influence

Digital literacy using a variety of systems and tools

Nice to have

Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

What’s 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.

The resources and support you need to develop your client portfolio and advance your career goals

3 weeks paid vacation

A comprehensive compensation package and incentives that recognize strong performance

Flexible health benefits that allow you to choose the level of coverage that is right for you and your family

Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security

Outstanding training programs and opportunities for career development

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities
Additional Job Details

Address: 1571 Sandhurst Circle, Scarborough ON
or 111 Grangeway Ave., Scarborough ON
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: INSURANCE
Category: Sales and Advisory
Sub Category: Client Advisory and Sales
Position Level: GG09
Job Type: Regular
Pay Type: Salaried + Commission
Posted Date: 2024-12-13
Application Deadline: 2025-06-06
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

If you are interested, please send your resume to:

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