# Accredited Life, Health & Wealth Advisor (HLLQP/LLQP)

**Company**: RBC Insurance
**Location**: Ottawa, Ontario
**Experience**: mid
**Job type**: full-time
**Category**: Insurance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/OTTAWA-Ontario-Canada/Insurance-Advisor-Life--Health---Wealth_R-0000191542-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_25545301-d96

## Description

We are looking for self-motivated, highly driven, and entrepreneurial individuals to join our Field Sales team at RBC Insurance.

As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP), you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.

**Responsibilities**

- Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs

- Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building

- Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them

- Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms

- Contribute to and be accountable for your team sales success through the achievement of your individual sales goals

- Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence

- Regularly review individual business results and adjust activities as required to meet established targets

- Deliver on RBC's vision to be among the world's most trusted and successful financial institutions

**Requirements**

- Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed

- 2+ years' professional sales experience

- Ability to develop and maintain strong client relationships

- Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date

- An existing network of referrals and approved centers of influence

- Post-secondary degree or equivalent

- Digital literacy using a variety of systems and tools

- Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area

**Nice to Have**

- Fluent in English + other language

- Great communication skills

- Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

**What's in it for You**

- The resources and support you need to develop your client portfolio and advance your career goals

- 3 weeks paid vacation

- A comprehensive compensation package and incentives that recognize strong performance

- Flexible health benefits that allow you to choose the level of coverage that is right for you and your family

- Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security

- Outstanding training programs and opportunities for career development

- RBCI software tools to boost your productivity

## Skills

### Required
- Communication
- Competitive Markets
- Cross-Selling
- Customer Knowledge
- Customer Needs
- Interpersonal Relationship Management
- Life Insurance
- Perseverance and Follow-Through
- Sales
- Sales Activities

### Nice to have
- CFP (Certified Financial Planner)
- CLU (Chartered Life Underwriter)
- CHS (Certified Health Insurance Specialist)

---

Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/OTTAWA-Ontario-Canada/Insurance-Advisor-Life--Health---Wealth_R-0000191542-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)