Overview of salaries statistics of the profession "New Business Insurance Sales Advisor in Canada"

NB 51176295 - NC 51176296 BCH-R-6295-220302E1Employment Posting ID: Business Improvement Advisor - Category Mgmt Positions Available: 1 Full-time (37.5 hrs/wk)Status: Edmonds 16Job Location: Permanent HybridFlexible Work Role: Lower MainlandRegion: Powered by water... and by people like you Providing clean electricity to 4 million customers takes a diverse workforce and that's where you come in. We need your talent to help us build major projects to meet growing demand. To help our customers find clean energy solutions for their homes and businesses and to be ready to respond during storms and outages to keep our system reliable. Working for BC Hydro is meaningful. And now, the stakes have been raised as we work towards a solution to climate change while safely providing clean, affordable electricity to our customers. We offer a healthy work life balance, training opportunities and career progression. We're proud to be ranked as one of B.C.'s Top Employers and one of Canada's Best Diversity Employers. Join us as we build an even cleaner B.C. JOB DESCRIPTION Duties: * BC Hydro's Supply Chain function is integral to keeping the business running and the lights on. BC Hydro is transforming its Supply Chain model through the implementation of a full category management capability to better meet the business' requirements for quality, safety and reliability in what we buy for the best total cost and to ensure mutually beneficial supplier relationships. The Operations & Enterprise Supply Chain group is accountable to develop and implement strategies for the key categories that account for over 80% of BC Hydro's annual $2 billion expenditures. Categories are organized in the following portfolios: Enterprise, Major Equipment, Engineering & Technical Services, Materials & Logistics and Field Support Services. Our job is to give BC Hydro confidence that it is getting the best overall value from its overall expenditure. We are well into our multi-year transformational journey and we now have an opening for a Business Improvement Advisor (BIA). BIA's are part of Supply Chain internal consultancy that are members of a number of cross- functional teams that develop multi-year category strategies related to procure-to-pay business change/ process optimization, sourcing, supplier management and contract management. The mission of the Business Improvement Advisor (BIA) is to create clarity through structured strategic analysis, ensure discipline and rigour is applied to solve complex problems and decisions, and implement change in order to produce the highest value outcomes for our key categories. More specifically, the BIA will perform UATs, make adjustments to improve user experience, and maintain version controls. They will create custom VBA codes to automate logic and provide preliminary decision-making options. The work will include building forms and data tables to allow for multiple users to enter information and creating initial documentation for training and sustainment purposes. The successful candidate will join a dynamic team at BC Hydro, working on critical work packages BCH-R-6295-220302E1 - Business Improvement Advisor - Category Mgmt NB 51176295 - NC 51176296 to advance implementation of key strategies that are expected to drive significant benefits for the organization over years to come. Our ideal candidate is a team player that is articulate, proactive and personable with a passion for business improvement. They will have the ability to understand business requirements and translate them to functional requirements and visually translate information into reports based on adjustable parameters. BIA's are trusted advisors that bring value in both leading and supporting roles through their extensive experience with business analysis, modelling, structured decision making and project management. They draw out collaborative insights, excel at improvement prioritization and problem solve through structured frameworks to ensure decisions are effective and fact-based. BIA's have developed quantitative, financial, statistical analysis and visual presentment of cost/ benefits valuation, and decision support tools (e.g. options models/simulations). The ideal candidate has also led analysis to determine opportunities and requirements for business process improvement using a variety of frameworks and has a track record of successfully implementing change projects. Our team of BIA's are accountable for the following high-level outcomes: • Informs viability of Category Management strategy and change projects using structured and thorough impartial analysis, objective logic and fact-based decision making. • Leads collaborative working groups that build collective understanding, support and implementation of business improvement opportunities. Builds rapport with teams and clients. • Leads complex sourcing evaluations ensuring they are fair, transparent and will lead to BC Hydro having an optimal supply base and business continuity. • Contributes to the advancement and sustainment of business improvement, business valuation and decision advisory practices for category management and business change initiatives. • Employs systematic decision-making approaches and develop proficiency in structuring information, examining alternatives and building stakeholder consensus. Disciplined decision- making using data analysis and visualization tools to inspire success in objectives. Qualifications: • Bachelor's degree or equivalent. • 8+ years of experience in business analysis, process improvement, project management, stakeholder engagement and/or facilitation. Preference given to candidates with experience in business analysis and/or process improvement relation to category management within supply chain projects/programs. • Proven senior level experience organizing, modelling and translating data and insights into strategic options and structured decision making. • Communicates effectively verbally and in written form to various levels of audience. • Experience working in relevant industry; in a team-based environment that is complex, with multiple stakeholders and strategic considerations. Core Skills/Abilities/Competencies: • Analytical & Forward Thinking: Be able to create insights and "aha' moments by thinking broadly BCH-R-6295-220302E1 - Business Improvement Advisor - Category Mgmt NB 51176295 - NC 51176296 and deeply and considers the overall big picture. • Quick Learner and Growth Mindset: Must quickly learn BC Hydro processes, category management framework and the different aspects of our BCH culture (e.g. operations, project delivery, corporate). Embraces challenges, integrates feedback and demonstrates perseverance. • Persuasive Communications: Conveys information to people clearly and concisely, and in a way that builds commitment, credibility and is actioned. • Relationship Builder and Collaborator: Intentionally develops collaborative internal and external relationships by truly seeking to understand business priorities, values workforce diversity and inclusivity. Recognizes how and when to escalate problems that require senior decisions. Analyzes the organizations broader needs, core category requirements and includes different perspectives to provide informed solutions. • Leadership: Takes accountability to 'own' it and make it happen, and uses influence when you don't have control and always has outcomes and objectives in mind. • Planning & Project Management: Establishes plans through an interactive thinking and organizing process that builds clarity with respect to goal(s) and what is required to achieve the goal(s) and outcomes. Develops, analyzes, facilitates and contributes to sourcing plans and category objectives. • Business Acumen: Accurately assess business challenges and decision requirement complexity to identify what is needed, applies sound judgement and designs pragmatic approaches to deliver required progress. Presents the aptitude, attitude and fortitude to deliver sustainable processes. ADDITIONAL INFORMATION * Please note, a valid Class 5 Driver's license is not mandatory but is considered highly beneficial as this role requires travel to various BCH locations and supplier sites. We're always looking for exceptional people to bring new ideas, fresh thinking and the motivation to help shape the electricity system in B.C. It's an exciting time to be a part of our team as we invest in our system and prepare to meet the challenges of tomorrow. Our values guide our work. Want to join us? We are safe. We are here for our customers. We are one team. We include everyone. We act with integrity and respect. We are forward thinking. BC Hydro is an equal opportunity employer. We include everyone. We welcome applications from anyone, including members of visible minorities, women, Indigenous peoples, persons with disabilities, persons of minority sexual orientations and gender identities, and others with the skills and knowledge to productively engage with diverse communities. We are also happy to provide reasonable accommodations throughout the selection process and while working at BC Hydro. If you require support applying online because you are a person with a disability, please contact us at [email protected] . BCH-R-6295-220302E1 - Business Improvement Advisor - Category Mgmt NB 51176295 - NC 51176296 All BC Hydro employees will be required to show proof of full Covid-19 vaccination. Flexible work model role definitions =========================== Our four role types identify the degree of flexibility an employee could have to work from home based on the type of work they do. The flexibility for an individual job is up to the manager for each position and the operational requirements. Employees also have the right to work full-time from the office if they prefer. All of our roles require at least some in-person time. IBEW/Field - No option to work from home Resident - Works primarily (4+ days per week) in the office. Hybrid - May be able to work from home up to 3 days per week. Remote - Works from home 4+ days per week HOW TO APPLY Don't forget to update your Candidate Profile with your current resume and copies of your certifications. If applicable, include your Trades Qualification. This will ensure we have all the necessary information to assess your application without any delays. Click on the Apply button in order to complete the steps to apply for this job. Date Posted: 2022-03-02 Closing Date: 2022-03-16

We are looking for confident and like-minded individuals, who are open to exploring a career in insurance. Positions are currently available within the entire province of Alberta with a keen interest in those residing in the Toronto and the GTA  areas.  Please apply today to start the conversation about your future career. We have grown leaps and bounds and is currently proud of being recognized as a leading provider for income replacement as a well-established Mutual Insurance Company in Canada.  We are currently hiring and looking for licensed advisors who currently have an A&S or LLQP license.  Alternatively, unlicensed individuals who possess a strong work ethic, compassion and empathy for others and a strong desire for success are encouraged to apply.  We are thrilled to welcome those that have previous sales experience outside of insurance or alternatively those that have thrived in a customer service role.  We offer comprehensive product and sales training, an industry leading compensation plan including a stabilized revenue with bonuses and renewal income.  Once vested, you will be eligible for a lifetime of renewals.Qualifications…Strong work ethic, integrity and share the same valuesAn outgoing and vibrant personalityAbility to follow a proven sales protocolHave a car for full time use, valid driver’s licenseYou are driven, eager and goal-oriented Excellent communication skills, both verbal and writtenProvide sound knowledge of our products after training and developmentYou have a competitive edge and are Money motivatedResponsibilitiesAssist customers with their insurance and income replacement needsRemain up to date on product knowledge, (comprehensive training provided)Continue self-development through industry and training coursesGenerate leads through community involvement and events Conduct sales calls for new and existing customer business We provide…An Industry leading compensation program!Financial IndependenceTraining, extensive classroom and field training which continues throughout your careerMentoring, ongoing field training and supportSuperior Product Line, wide range of - life, disability, group, and investment productsSales conferences, events, trips, rewards, and recognition and so much more! Don't delay, Apply NOW and one of our professional recruiters will reach out to you!

Job SummaryJob DescriptionWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centers of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP), or willingness to complete before the start date1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centers of influenceDigital literacy using a variety of systems and toolsNice to haveFluent in English + other languageGreat communication skillsIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentThe expected fixed compensation (draw) for the above position is $35000- $50000 depending on factors including but not limited to the candidates experience, skills, market conditions; and business needs. This draw in the following years will be based on your fiscal sales performance. This position may be eligible to receive a discretionary/variable incentive payment.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder valueJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:1701 DOUGLAS ST:VICTORIACity:VICTORIACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-28Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionPlease Note Actively Hiring for Ontario South Region (Mississauga, Etobicoke, Hamilton, Stoney Creek, Toronto, North York, Scarborough, Oshawa, Oakville, Milton)What is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario Central Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP),or the willingness to complete1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centres of influenceDigital literacy using a variety of systems and toolsNice to haveIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.Job SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGACity:MISSISSAUGACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-28Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centers of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP), or willingness to complete before the start date1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centers of influenceDigital literacy using a variety of systems and toolsNice to haveFluent in English + other languageGreat communication skillsIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:1 CAMPUS DR:SASKATOONCity:SASKATOONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-27Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centers of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP), or willingness to complete before the start date1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centers of influenceDigital literacy using a variety of systems and toolsNice to haveFluent in English + other languageGreat communication skillsIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:CALGARY MAIN BRANCH, 339 8 AVE SW:CALGARYCity:CALGARYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-27Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centers of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP), or willingness to complete before the start date1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centers of influenceDigital literacy using a variety of systems and toolsNice to haveFluent in English + other languageGreat communication skillsIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentThe expected base salary range for this particular position is $35,000 - $50,000$ depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder valueJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:2985 VIRTUAL WAY, SUITE 302:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-27Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentLife/A&S License (HLLQP/LLQP) or the willingness to complete it prior to start dateBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsProfessional sales experience with an entrepreneurial minsdetAn existing network of referrals and approved centres of influenceDigital literacy using a variety of systems and toolsNice to haveBilingual (French & English)Professional sales experiencein the Insurance industryIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentEVPP2#LI-RemoteJob SkillsAdditional Job DetailsAddress:515 WESTMORLAND RD:SAINT JOHNCity:SAINT JOHNCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2024-01-08Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentLife/A&S License (HLLQP/LLQP) or the willingness to complete it prior to start dateBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsProfessional sales experience with an entrepreneurial minsdetAn existing network of referrals and approved centres of influenceDigital literacy using a variety of systems and toolsNice to haveBilingual (French & English)Professional sales experiencein the Insurance industryIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring ManagerEVPP2#LI-HybridJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:2212 BANK ST:OTTAWACity:OTTAWACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-09-28Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP),or the willingness to complete1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centres of influenceDigital literacy using a variety of systems and toolsNice to haveIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.Job SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-15Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionPlease Note: Actively Hiring For Ontario North West Region (Primarily Brampton, Maple, Barrie, Markham, Mississauga, Concord, Vaughan, Brantford, Kitchener, London) What is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP),or the willingness to complete1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centres of influenceDigital literacy using a variety of systems and toolsNice to haveIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.Job SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:3300 HWY 7:VAUGHANCity:VAUGHANCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-28Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionJob DescriptionWhat is the opportunity?As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centers of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP), or willingness to complete before the start date1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centers of influenceDigital literacy using a variety of systems and toolsNice to haveFluent in English + other languageGreat communication skillsIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:6204 CURRENTS DR NW:EDMONTONCity:EDMONTONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-27Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job SummaryJob DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centers of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP), or willingness to complete before the start date1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centers of influenceDigital literacy using a variety of systems and toolsNice to haveFluent in English + other languageGreat communication skillsIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentThe expected fixed compensation (draw) for the above position is $35000 - $50000 depending on factors including but not limited to the candidates experience, skills, market conditions; and business needs. This draw in the following years will be based on your fiscal sales performance. This position may be eligible to receive a discretionary/variable incentive payment.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder valueJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:4370 KINGSWAY:BURNABYCity:BURNABYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-28Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Job Summary(Mandarin/Cantonese)Job DescriptionWhat is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.Were proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!What will you do?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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centers of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBCs vision to be among the worlds most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsLife/A&S License (HLLQP/LLQP), or willingness to complete before the start date1-2+ years professional sales experience in the Insurance IndustryAn existing network of referrals and approved centers of influenceDigital literacy using a variety of systems and toolsNice to haveFluent in English + other languageGreat communication skillsIndustry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)Whats 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.The resources and support you need to develop your client portfolio and advance your career goals3 weeks paid vacationA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentThe expected base salary range for this particular position is $35,000 - $50,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder valueJob SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job DetailsAddress:VANCOUVER MAIN BRANCH, 1025 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:INSURANCEJob Type:RegularPay Type:SalariedPosted Date:2023-11-28Application Deadline:2024-07-01Inclusion and Equal Opportunity EmploymentAt 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.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Application Deadline: 03/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications for Advisor our channel, from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients. Accountabilities Customer Service:Process life insurance applications for our Advisor channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of broker partnership and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterLiaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirementsRisk Management:Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational riskSkills:Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent English Written and Oral Communication skillsFrench written and understanding is requiredExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks on a daily basisAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel)Required knowledge:High school diplomaUniversity/College graduates preferred Spoken and Written English required (understanding of French is an asset). Completion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredIn-depth knowledge of all systems used to administer cases an asset; including INGENIUM, WinRisk, Work Management and Digital Library FileNetGrade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 02/28/2024Address: VIRTUAL59 - HomeRes - ON - BMOJob Family Group:Customer Shared Services#B2COperationsProvides first and/or second level business support, advice, and guidance to sales and service colleagues (i.e. Business Help Desks). Acts as trusted advisors to stakeholders, providing a source of business process, policy, procedure, product and/or system expertise. Provides extensive business knowledge in an effective, responsible and timely manner to aid in delivering business results and/or minimizing risk.Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.Provides advice and guidance to assigned business/group on implementation of solutions.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Leads and participates in team projects, keeping up to date on new initiatives and processes.Executes work to deliver timely, accurate, and efficient service.Provides coaching guidance to junior team members.Analyze data and information to provide insight and recommendations.Provides first point of contact operational support to internal business partners and end clients.Provides excellent service and support for all in-scope business groups, products, policies, and procedures.Maintain solid knowledge within subject matter specialties.Notifies and provides regular updates on operational issues to business partners.Ensures Incident Management Processes are followed.May support change management of varying scope and type; tasks typically focused on execution and sustainment activities.Supports the development of tailored messaging, which may include writing, editing and distributing communications.Organizes work information to ensure accuracy and completeness.Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.PC skills (MS Word, Excel, PowerPoint) - Good.Knowledge of the business/group processes/procedures/tools/technology - Good.Knowledge of applicable risk and regulatory requirements and the impact on the business/group.Specialized knowledge from education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Call centre experience - an assetBilingual (English, French) - GoodCanadian Securities Course (CSC) - an assetCompensation and Benefits:$44,500.00 - $82,500.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

National Bus Sales Advisor - Winnipeg Our company was built on the dream of a pioneering entrepreneur, and that spirit continues to empower our work with businesses across Canada today. The Rogers Business team helps organizations of all sizes adapt, scale, and win with network services and other innovative technology solutions that are reliable, secure, and scalable. These solutions are built to allow businesses to operate more efficiently, reduce costs and improve productivity and collaboration. We are looking for team members who have a passion for delivering industry-leading value to customers and businesses in the communities where we live and work, so come build a rewarding career at Rogers and be a driving force behind our success story!We are looking for aNational Business Sales Advisor to join our team in Winnipeg, MBwho isdriven, talented and a motivated individual who upholds a strong work ethic with an entrepreneurial spirit and an achievement-oriented attitude. By joining our winning Inbound Sales Team, you will have a chance to utilize, innovate and grow your current skillset. As a member of the National Inbound Sales team, you will play a pivotal role in managing key relationships, be responsible for solution selling by acquiring new customers as well as growing existing customer accounts for Rogers Small Business customers while promoting the benefit of the full portfolio of Rogers' small business solutions.Reporting to the Sales Manager, National Inbound Sales, this position is responsible for over the phone and chat solutions conversations through excellent sales and services presentations skills of the entire portfolio of Rogers small business solutions to Canada's Small Business owners and operators.This will include:Business Wireless Rogers Unison Business TV, Internet, and Phone Lines Business Solutions (Fixed Network, Internet of Things and Data Center) Cisco Meraki products (Advantage: Wi-Fi, Solutions Bundles, Security, Voice, Surveillance, LTE)What you will be doing: Build, maintain, and deliver world class client experience on every interaction. Handle inbound sales call types to understand the customer's needs and offer customized solutions such as Wireless, Wireline, Internet Of Things/, Fleet Management and Data Center Solutions. Experience in an outbound/outside B2B hunting role, or equivalent combination of proactive B2C sales. Highly process oriented. Expert knowledge of Rogers internal processes is an asset. Meet and exceed monthly sales targets by demonstrating and using customer focused behaviours. Work in a fast-paced environment that requires a high degree of multi-tasking, adaptability, and collaboration with others. Ask open-end effective probing questions to identify opportunities and to impact and influence sales with our SMB clients. Work effectively and collaborate with the other teams to create top tier treatment for our clients. Maintain personal self accountability with training and coaching on a daily, weekly, and monthly basis to consistently be the expert on our product and solutions. Perform end to end order entry through multiple sales and service order entry tools. Participate in activities that drive collaboration with cross functional teams and partners for a continuous performance improvement. Conduct all business as per Rogers Business Code of Conduct. Attend product trainings, team meetings and planning sessions as required or when called for. What you will bring: Excellent interpersonal, communication skills, both verbal and written presentation, and collaborative skills to work effectively with teams throughout the organization. Familiarity with different sales techniques and funnel management. Highly creative, self-motivated, strong organizational skills with a proven ability to prioritize to be able to work independently and in a team setting. Proven ability to work effectively under pressure in a fast-paced environment. Willing to work flexible hours (Monday - Friday) to meet the needs of our clients. Demonstrate business professionalism and acumen, respect for confidentiality and appropriate handling of sensitive information. Advanced skills in managing calendars in MS Outlook as well as experience in office workflow and productivity tools such as MS Office (PowerPoint, Excel). Technologically savvy and proficient with the use of smartphones, tablets, laptops, and other tools. Experience with Salesforce is an asset. What's in it for you? We believe in investing in our people and helping them reach their potential as valuable members of our team.As part of our team, you'll have access to a wide range of incredible resources, growth opportunities, discounts, and perks, including: Competitive salary & annual bonus Competitive & flexible health and dental benefits, pension plan, RRSP, TFSA, and Stock matching programs Discounts: Enjoy up to 50% off Rogers Services and Blue Jays Tickets, 25% off TSC items, and a 20% discount on all wireless accessories sold in Rogers stores. Paid time off for volunteering Company matching contributions to charities you support Schedule: Full time Shift: Day Length of Contract: Not Applicable (Regular Position) Work Location: 22 Scurfield Boulevard, Winnipeg, MB Travel Requirements: Up to 10% Posting Category/Function: Sales & Inside Sales Requisition ID: 303797At Rogers, we believe the key to a strong business, is a diverse workforce where equity and inclusion are core to making everyone feel like they belong. We do this by embracing our diversity, celebrating our different perspectives, and working towards creating environments that empower our people to bring their whole selves to work. Everyone who applies for a job will be considered. We recognize the business value in creating a workplace where each team member has the tools to reach their full potential by removing any barriers for equal participation. We work with our candidates who are experiencing a disability throughout the recruitment process to ensure that they have what they need to be at their best. Please reach out to our recruiters and hiring managers to begin a conversation about how we can ensure that you deliver your best work. You matter to us! For any questions, please visit the Recruitment Process FAQ . Successful candidates will be required to complete a background check as part of the hiring process. Posting Notes:Rogers BusinessLocation: Winnipeg, MB, CA Being a Rogers team member comes with some great perks & benefits including: • Health & well-being benefits • Donation matching • Paid time off for volunteering • Wealth Accumulation including: Pension plan & Employee stock options • Generous employee discounts • Leadership development, Mentorship, and Coaching programs *available for full-time and part-time permanent employees, some restrictions apply Looking for career guidance and inspiration? Catch up on the latest episodes of For the Love of Work podcast with Dr. Sonia Kang.Job Segment: Outside Sales, Inside Sales, Telemarketing, Data Center, Network, Sales, Technology Apply now »

Application Deadline: 02/29/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/24/2024Address:60 Yonge StreetThe New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients.Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New BusinessIssue and settle policy contracts in an efficient manner to meet service and quality level standardsAddress customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to managementUnderstand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contractsExhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgencyInvestigate and resolve inquiries from the field and other team members related to specific casesCollaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriterEffectively communicate with Case Coordinators to obtain any outstanding requirementsProvide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities:Answering advisor inquiries to provide accurate information about BMO Life Assurance applicationsRun policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of informationPerforming simple and complex New Business administrative tasks, as required for the processing of insurance applicationsManaging time sensitive financial transactions which requires understanding of market timing and the impact of backdatingUnderstanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activitiesAccuracy and timeliness of the work completed by this role is critical to BMO Life Insurance's reputational risk Required Skills Strong customer service orientationAbility to effectively multi-taskAbility to handle high pressure situations with very tight turnaround requirementsExcellent organization skillsProductivity focused: Able to consistently process a high volume of tasks dailyAbility to make sound transactional decisions in accordance with policies and directivesProficient with Microsoft Office (Word, Excel) Required Knowledge High school diplomaUniversity/College graduates preferredExcellent English - Written and Oral Communication skills requiredFluently Bilingual in French would be an asset but not requiredCompletion of introductory LOMA courses (LOMA 1 and 2) preferredWorking knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels1-2 years' experience in Life Insurance; New Business or Customer Service area preferredPrevious experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet)Grade:4Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Application Deadline: 04/24/2024 Address: 60 Yonge Street Job Family Group: Customer Shared Services The New Business Associate is accountable to provide excellent customer service by processing all aspects of life insurance applications from case set-up to policy contract issue and settlement, within established service standards. Producing high quality work is essential to this position. This position is the first line of customer service for BMO Insurance. The incumbent must display a strong sense of professionalism as well as superior customer service skills to ensure the best possible experience for our clients. Accountabilities Customer Service Process life insurance applications for Advisor distribution channel in an efficient manner to meet service level standards for New Business Issue and settle policy contracts in an efficient manner to meet service and quality level standards Address customer services issues according to established parameters, escalating as required to the Manager, New Business for resolution. Demonstrate sound judgement in the handling of customer interactions and appropriate escalation to management Understand and follow established policies and procedures in the processing of new business applications, issuing and settling of policy contracts Exhibit a strong sense of partnership with internal and external customers and commitment to service, and carry out functions with an extremely high sense of urgency Investigate and resolve inquiries from the field and other team members related to specific cases Collaborate with Underwriting and Underwriting Support staff to exchange information and facilitate an efficient decision by the underwriter Effectively communicate with Case Coordinators to obtain any outstanding requirements Provide accurate and professional service to our customers and MGAs/Advisors, performing but not limited to the following activities: Answering advisor inquiries to provide accurate information about BMO Life Assurance applications Run policy illustrations to verify premium calculations are correct Liaise with internal departments to ensure the accurate and timely exchange of information Performing simple and complex New Business administrative tasks, as required for the processing of insurance applications Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdating Understanding the impact of the movement of money within the organization as it relates to GAAP and AML guidelines to meet OSFI audit requirements Risk Management Adhere to all aspects of First Principles our code of Business Conduct and Ethics including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities Accuracy and timeliness of the work completed by this role is critical to BMO Life Insurances reputational risk Required Skills Strong customer service orientation Ability to effectively multi-task Ability to handle high pressure situations with very tight turnaround requirements Excellent organization skills Productivity focused: Able to consistently process a high volume of tasks daily Ability to make sound transactional decisions in accordance with policies and directives Proficient with Microsoft Office (Word, Excel) Required Knowledge High school diploma University/College graduates preferred Excellent English - Written and Oral Communication skills required Fluently Bilingual in French would be an asset but not required Completion of introductory LOMA courses (LOMA 1 and 2) preferred Working knowledge of life insurance products, particularly Universal Life, Traditional Life and Critical Illness product features, and channels 1-2 years experience in Life Insurance; New Business or Customer Service area preferred Previous experience with systems used to administer cases would be an asset (including: INGENIUM, WinRisk, Work Management and Digital Library FileNet) Compensation and Benefits: $37,500.00 - $69,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.