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Insurance Advisor, Retail Branch – RBC Insurance
RBC Financial Group / RBC Groupe Financier | Autres carrières avec RBC Financial Group / RBC Groupe Financier
Endroit : Saint John

Reference Number: PCK232-245528

Requisition Number: 94790

Position Type: Full-Time

Position Category: Sales

Relocation: No

Job Description:

We are seeking customer-focused dynamic team players that thrive in a fast-paced environment to provide professional and attentive insurance advice and solutions to our customers.

This position is primarily responsible for proactively identifying needs, offering value added advice and solutions, opportunity spotting, and by taking accountability for the resolution of customer concerns. You will demonstrate the essentials of customer care at all times, ensuring customers receive optimal service at a level that meets or exceeds their needs, developing relationships and generating referral business.

Requirements:

  • Two years of previous sales experience
  • Post secondary education or equivalent experience in lieu
  • Previous experience in insurance and/or service capacity considered an asset
  • Excellent verbal and written communication skills
  • Superior time management and organizational abilities
  • Self-starter with proven initiative and ability to work with little or no supervision
  • Sound decision-making skills
  • Strong computer skills, including demonstrated proficiency with MS Office products
  • General Insurance License or Life Agent License considered an asset (Training is provided)

Key Accountabilities:

  • Insurance product sales (Property & Casualty, Life & Health, and Travel insurance)
  • Identify other client investment or banking needs and refer to partners where appropriate (i.e., Mortgage specialist, Investment & Retirement Planner, Bank sales person)
  • Support retention of existing insurance business by acting as a single point of contact for customers in renewing and servicing insurance products
  • Provide complete solutions to customer concerns/problems, escalating where necessary and appropriate
  • Maintain focus on client retention, building client strategies and action plans including contact and follow-up
  • Practice opportunity spotting
  • Assist with branch business growth goals and revenue targets
  • Generate referrals, sales activities and contribute to superior client care
  • Follow through on centrally generated and self-diarized leads and retention
  • Maximize the use of technology and maintain data integrity, documenting all relevant client sales and service contacts and results

Experience: Less than 1 year

Education: High School Diploma / GED

Accreditations: see above

Skills: Achievement Motivation, Identifying Business Opportunities, Excellent Written & Communication Skills, Listening, Understanding and Responding, Sales, Customer Service/ Service Partner Orientation

We thank all interested candidates however only those selected for an interview will be contacted.

If interested, please apply online at https://careers.peopleclick.com/careerscp/client_rbc/external/gateway.do?functionName=viewFromLink&jobPostId=245526&localeCode=en-us.

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