Partner with Sales Consultant to establish a strategic business plan for the territory with defined sales targets
Proactively contact insurance advisors to gain information and insight into their practices
Establish relationships with marketing staff of key producers/MGAs
Provide insight and sales ideas related to the insurance industry, product knowledge & system training (BIC, Illustrations, Morningstar etc.)
Position RBC Insurance products & solutions to prospects & existing clients; as well as identifying cross selling opportunities
Advance the sales process with new prospects by booking presentations and meetings for the Sales Consultants
Maintain contact management system and develop follow-up strategy for newly contracted brokers, thank-you for large cases, etc.
Attain weekly metrics

Must have Life Insurance License (LLQP) or willing to obtain the license within 6 months of the hire date
Post-secondary education or the equivalent
Excellent organizational skills – able to respond to inquiries, suggestions, complaints and requests in a timely, courteous & professional manner
Exceptional interpersonal, presentation and communication skills, both written and verbal
Driver’s license and vehicle mandatory
Nice-to-have Proven success meeting and exceeding sales targets
Knowledge of all lines of business (Life, Living Benefits, Wealth) an asset
Financial Acumen – sound knowledge of financial markets, fundamentals of financial planning
Understanding of competitive landscape and marketplace.

A Total Rewards program that includes flexible benefits
Work/life balance
Career development programs
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
RBCI software tools to boost your productivity

Inside Wholesaler – Insurance

Key skills