Inside Wholesaler responsible for cultivating and maintaining relationships with RBC Insurance Brokers. Collaborating with Sales Consultants to achieve sales plans and develop producer acquisition strategies.
Responsibilities
Partner with Sales Consultant to establish a strategic business plan for the territory with defined sales targets
Proactively contact insurance advisors to gain information and insight into their practices
Establish relationships with marketing staff of key producers/MGAs
Provide insight and sales ideas related to the insurance industry, product knowledge & system training (BIC, Illustrations, Morningstar etc.)
Position RBC Insurance products & solutions to prospects & existing clients; as well as identifying cross selling opportunities
Advance the sales process with new prospects by booking presentations and meetings for the Sales Consultants
Maintain contact management system and develop follow-up strategy for newly contracted brokers, thank-you for large cases, etc.
Attain weekly metrics
Requirements
Must have Life Insurance License (LLQP) or willing to obtain the license within 6 months of the hire date
Post-secondary education or the equivalent
Excellent organizational skills – able to respond to inquiries, suggestions, complaints and requests in a timely, courteous & professional manner
Exceptional interpersonal, presentation and communication skills, both written and verbal
Driver’s license and vehicle mandatory
Nice-to-have Proven success meeting and exceeding sales targets
Knowledge of all lines of business (Life, Living Benefits, Wealth) an asset
Financial Acumen – sound knowledge of financial markets, fundamentals of financial planning
Understanding of competitive landscape and marketplace.
Benefits
A Total Rewards program that includes flexible benefits
Work/life balance
Career development programs
Investment and retirement savings plans
Competitive pay and high-earning potential
All the tools, training, and team support you need to grow your business and career
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