Job Summary

Job Description

What is the opportunity?

The Insurance and Annuity Consultant plays a critical role in driving growth of insured solutions through advisor engagement within the context of financial planning. This individual will partner closely with the Client Strategies team, Insurance & Annuity Product Specialists, and approved General Agency Point of Sale individuals to support RBC’s Financial Advisors. In particular, the focus of this role is to increase support of the Private Client Group High/Ultra High Net Worth insured solutions business. The ideal candidate will demonstrate a strong understanding and application of life insurance, long-term care, and disability insurance products.

What will you do?

Assist Financial Advisors in identifying planning and insured solutions opportunities within an advisors book of business

Create, uncover, and identify sales opportunities through proactive and regular review of financial plans, with communication to Financial Advisors and clients.

Support Financial Advisors, their clients and RBC field consultants through education/application of insured solution strategies which include life insurance, long-term care, and disability and annuity products. Work with advisors to develop an understanding of insurance planning concepts, client delivery and conducting the business appropriately.

Lead and coordinate sales and marketing efforts within the Division, promote external partnerships between Client Strategies Team and General Agents.

Provide assistance and education to Financial Advisors utilizing Wealth Management resources including financial planning tools and opportunity reports.

Establish strong relationships with Complex Directors and Branch Directors to drive engagement and adoption of protection solutions as part of wealth planning.

Develop and deliver materials to aid FAs in client communications and insurance recommendations.

Possess understanding of WM Consulting products and services, and ability to communicate effectively cross departmentally.

Assist Financial Advisors and General Agents in the selection of product, program or service and answer general questions regarding WM Consulting areas.

What do you need to succeed?

Must-have

Bachelor’s degree with 15+ years proven experience in the financial services and insurance industries  

Demonstrated understanding of estate and business planning strategies, concepts and application

Excellent communication and interpersonal skills to facilitate working with a varied and demanding retail sales-force in a fast-paced environment.

A high degree of professionalism in interactions with clients/partners and the ability to work as a team to always do what’s best for our clients

Series 6or7, 63/65 or 66

Nice-to-have

Willingness to work on appropriate industry designations (CFP/CHFC/CLU)

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 Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

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

Flexible work/life balance options

Opportunities to do challenging work

Opportunities to take on progressively greater accountabilities  

Access to a variety of job opportunities across business

Job Skills

Annuities, Business, Communication, Finance Strategy, High Net Worth Individuals, Identifying Sales Opportunities, Insurance, Life Insurance, People Management, Proactive Approach, Sales, Sales Support, Wealth Management, Wealth Planning

Additional Job Details

Address:

80 WASHINGTON STREET:NORWELL

City:

Norwell

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-10-23

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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