Financial Security Advisor - Advice Centre

What is the opportunity?

LLQP Licensed , you are welcome to apply now! 

As a Financial Security Advisor, Advice Centre (Incoming calls), you will contribute to the clients experience and meeting the team sales plan and revenue objectives by providing client advice, service and Life insurance solutions to meet their needs. You will take a client focused approach to effectively navigating the need assessment discussion, acknowledging and understanding the request to ensure client decision confidence when providing an insurance or servicing solution.  In addition, you will be accountable to identify cross sell and referral opportunities, collaborate with sales partners with the goal of deepening the proprietary client relationship.  Accountable to ensure due diligence of procedures, process, regulatory compliance

What will you do?

• Provides a superior client experience, creating clients as advocates by listening and connecting  with clients through discovery discussions and providing insurance solutions

• Contributes to team sales plan by achieving new business, up sell, cross sell and referrals goals

• Maximize opportunity spotting with all clients to: deepen client relationship, increase number of products per client and improve client retention

• Identify needs and collaborate with RBC sales partnerships within and outside of the RBC Insurance Advice Centre, when required to meet client needs and maximize opportunity spotting with all clients to increase effective client referrals to RBCI Partners, improve sales results and contribute to a superior client experience

• Ensure  effective use of technology, tools and sales resources with all clients, ensuring advice driven discussions occur and are documented

What do you need to succeed?

Must-have

• Requires fluency in French and English in order to serve our clients in the community with English speaking needs

• A valid Insurance of persons license (LLQP) issued by the Quebec Autorité des Marchés Financiers (AMF)

• Professional customer service skills and a talent for listening, establishing rapport, and finding the right solutions for clients

• An excellent telephone manner and intermediate level of IT skills as well as strong multi-tasking and problem-solving skills

• A committed willingness and understanding of the expectation to work flexible shifts, as our Centre is open Monday - Friday, 08:00am to 8:00pm

Nice-to-have

• Call center experience, an asset 

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.

• A comprehensive Total Rewards package including flexible benefits, competitive compensation, and stock options

• Work in a dynamic, collaborative, progressive, and high-performing team. By joining RBC Insurance, you also become part of a supportive, inclusive team that shares common values – including a fundamental respect for each other

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting

Job Skills

Cold Calling, Competitive Markets, Cross-Selling, Customer Needs, Customer Service, Insurance Product Development, Life Insurance, Problem Solving, Sales

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉALMONTRÉALCanada37.5Full timeINSURANCERegularSalaried2024-01-122024-03-08