Taxation and Advanced Case Life Insurance Specialist

RBC • Mississauga, ON

11d • Onsite

About The Position

We are looking for a tax and estate planning expert to support the RBC Insurance business development team to continue to grow our block of permanent insurance business. You will be partnering with Insurance Advisors, Wholesalers and Distributors to enable recommendations that drive the best outcome for their clients and help them achieve their tax and estate planning goals.

Requirements

• Provincial Life Insurance License(s) or CFP
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.
• Strong knowledge of civil code
• 5+yrs seasoned sales experience in the Life Insurance industry
• Comprehensive experience in “wealth preservation” and “wealth transfer” concepts
• The ability to develop and maintain strong partners/colleagues’ relationships
• Actively pursues continuous learning and expanding knowledge on presentation and Insurance / Financial Planning skills

Nice To Haves

• Law degree with estate planning background and/or CPA
• Marketing and/or communications experience
• Computer literate in Insurance Company Illustration software
• TEP or other tax certification

Responsibilities

• Act as an expert for estate planning & taxation as it pertains to life, living benefit and wealth products utilizing strategic thinking and expert planning skills to assist in achieving retirement and estate planning objectives.
• Develop and implement sales strategies to proactively attract, acquire, and retain clients as well as identify opportunities to increase profitability.
• Provide advisory/wholesaler service on general policies and industry guidelines, with a strong focus on civil code.
• Collaborate with sales enablement to help educate Advisors, Wholesalers and Distributors in matters relating to insurance concepts; and how they fit into wealth preservation and wealth transfer strategies.
• Partner with distribution Business Development Managers, Leaders, Wholesalers and Advisors to grow revenue through a variety of methods including during client meetings, seminars and roadshows.

Benefits

• A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
• Competitive pay and high-earning potential
• All the tools, training, and team support you need to grow your career
• Flexible work/life balance options
• Sophisticated RBCI software tools to boost your productivity

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed