Financial Security Advisor - Advice centre

RBC•Montreal, QC

10d•Onsite

About The Position

We are looking for dynamic individuals with a passion for helping people to join our fast-paced Life Sales team at the RBC Insurance Advice Centre. As a Financial Security Advisor, Advice Centre, you will proactively interact with clients over the phone, providing them with insurance advice and solutions based on their individual needs. Your ability to provide superior customer service, build rapport and gain the clients’ confidence will be critical to your success. You will contribute to an individual and team sales plan, successfully achieved through uncovering opportunities, providing solutions and referring to partners with the ultimate goal of deepening client relationships.

Requirements

Possession of a valid Insurance of persons license (LLQP) issued by the Quebec Autorité des Marchés Financiers (AMF)
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Flexibility to work all shifts within the hours of operation. The Life & Health Advice Centre is open Monday – Friday 8:00am – 8:00pm
Exceptional customer service skills with the ability to build strong relationships and connect with clients.
Digital literacy across a broad range of services (i.e. laptops, smartphones, tablets etc.)

Nice To Haves

Knowledge of insurance products
Experience in a proactive sales environment
Post-secondary education
Customer service and/or sales experience in a contact centre environment

Responsibilities

Take inbound as well as make proactive outbound calls to clients to identify potential Life and Health insurance opportunities, providing them with an exceptional client experience to meet their needs
Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
Exhibit a consistent, positive client experience with every conversation and resolve client concerns at the first point of contact, demonstrating relationship building through meaningful discussions
Apply critical thinking during client interactions in order to identify and analyze risks and ensure clients are offered coverage that aligns to their needs
Use procedures effectively and seamlessly during calls
Contribute to team sales plan by achieving new business goals, right sell appropriate solutions, as well as proactively refer clients for other solutions

Benefits

Developing new skills
Opportunities to innovate and grow
Modern and comprehensive benefits
Flexibility to enjoy the moments that matter
A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options
Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day.
Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things.
Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.
Flexible work arrangements and leaders who support your needs—both personal and professional.
An opportunity to have real impact on the lives of our clients and the communities we serve.
RBCI software tools to boost your productivity