Insurance Application Training Specialist

RBCToronto, ON
CA$67,000 - CA$110,000Onsite

About The Position

RBC Wealth Management Canada is looking for a Learning and Development Specialist to join the Life Insurance department. The ideal candidate will play a key role in providing one-on-one and team training to RBC Wealth Management Financial Services Inc. (WMFS) branch teams. In helping them perform at their best, you will be essential in delivering application-based training, sharing best practices and consistently supporting them with the tools and resources needed to increase efficiency and identify opportunities.

Requirements

  • In-depth knowledge and understanding of the Life Insurance industry.
  • 1 to 3 years of some type of training or coaching experience
  • Aptitude toward learning new software, ability to multitask and ability to demonstrate and present essential information in a concise way.
  • Above average inter-personal skills, including the entrepreneurial perspectives of Estate Planning Specialists.
  • Able to travel locally and across Canada when required.
  • Strong public speaker; comfortable and able to clearly facilitate and deliver a message to a moderate sized group of peers.
  • Create and facilitate engaging training sessions using session-planning software, interactive engagement platforms, and visual collaboration tools

Nice To Haves

  • In-branch Life Insurance experience with understanding of life insurance carriers applications, Illustrations, Inforce servicing, and tasks.
  • French language skills (speaking, reading and writing)

Responsibilities

  • Provide one-on-one and team training sessions in-person and virtually via the WebEx conference system.
  • Train and coach learners on relevant tasks and business applications related to processing Life Insurance new business submission (in-house CRM system & Insurance carrier systems), Insurance policy servicing, and Business Development.
  • Be a Subject Matter Expert in guiding learners on how to use business applications to the best of their ability.
  • Spot opportunities and facilitate the sharing of best practices to help branch teams increase efficiency and scale their business.
  • Learn new applications along with their business relevance, strategy and benefits.
  • Provide support for any future technological changes or releases as they occur.
  • Deliver presentations to provide timely updates and support branch initiatives.
  • Participate in various ‘special team’ initiatives or projects as they occur.

Benefits

  • A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
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