Financial Security Advisor – Advice centre
Royal Bank of Canada (RBC), Department of Insurance based in MONTRÉAL, QC is inviting applications from suitable candidates for the position of Financial Security Advisor. The Royal Bank of Canada (RBC) Administrative Services Division serves as a pivotal support center within the banking behemoth’s framework. Responsible for managing a multitude of administrative tasks, it guarantees the seamless functioning of numerous departments and branches throughout the country. Its significance lies in enhancing operational efficiency and fostering a favorable work atmosphere for employees throughout the organization. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Royal Bank of Canada (RBC)
Department: Insurance
Organization: Personal and Commercial Banking
Position: Financial Security Advisor – Advice centre
No of Vacancies: 1
Salary: Salary is not mentioned, $25.00-$30.00 hourly estimated salary
Pay Type: Salaried
Employment Type: Full time Regular
Job Category: Sales and Advisory
Location: MONTRÉAL, QC, CA
Job Location: 1 PLACE VILLE MARIE:MONTRÉAL
Work hours/week: 37.5
Schedule: Full time
Shift: Monday – Friday, 08:00 am to 8:00 pm
Requisition ID/Job ID: R-0000076210
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s or Master’s degree or equivalent experience
Experience: Candidates should have call center experience as an asset
Other Requirements:
- The candidates should be fluent in French and English in order to serve our clients in the community with English speaking needs
- The candidates should have a valid Insurance of Persons license (LLQP) issued by the Quebec Autorité des Marchés Financiers (AMF)
- The candidates should possess professional customer service skills and a talent for listening, establishing rapport, and finding the right solutions for clients
- The candidates should have an excellent telephone manner and an intermediate level of IT skills, as well as strong multi-tasking and problem-solving skills
- The candidates should demonstrate a committed willingness and understanding of the expectation to work flexible shifts
- The candidates should be proficient in cold calling, competitive markets, cross-selling, and understanding customer needs
- The candidates should have experience in customer service, insurance product development, and sales, particularly in the field of life insurance
- The candidates should demonstrate strong problem-solving skills in addressing customer inquiries and resolving issues efficiently
Responsibilities:
- The candidates should be able to contribute to the client’s experience and meet the team sales plan and revenue objectives by providing client advice, service, and Life insurance solutions to meet their needs
- The candidates should be able to take a client-focused approach to effectively navigating the need assessment discussion, acknowledging and understanding the request to ensure client decision confidence when providing an insurance or servicing solution
- The candidates should be able to identify cross-sell and referral opportunities, collaborate with sales partners with the goal of deepening the proprietary client relationship
- The candidates should be able to ensure due diligence of procedures, process, regulatory compliance
- The candidates should be able to provide a superior client experience, creating clients as advocates by listening and connecting with clients through discovery discussions and providing insurance solutions
- The candidates should be able to contribute to team sales plan by achieving new business, upsell, cross-sell, and referrals goals
- The candidates should be able to maximize opportunity spotting with all clients to deepen client relationships, increase the number of products per client, and improve client retention
- The candidates should be able to identify needs and collaborate with RBC sales partnerships within and outside of the RBC Insurance Advice Centre, when required, to meet client needs and maximize opportunity spotting with all clients to increase effective client referrals to RBCI Partners, improve sales results, and contribute to a superior client experience
- The candidates should be able to ensure effective use of technology, tools, and sales resources with all clients, ensuring advice-driven discussions occur and are documented
Benefits:
- The candidates will have access to a comprehensive Total Rewards package
- The candidates will have access to flexible benefits, competitive compensation, and stock options
- The candidates will have the opportunity to work in a dynamic, collaborative, progressive, and high-performing team
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!