Senior Group Benefit Specialist
City : MISSISSAUGA, Ontario, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
As the Senior Group Benefit Specialists, you will be focused on acquiring new sales through compliant sales practices and providing client-focused insurance advice and solutions that are based on an insurance needs analysis that satisfies the client’s needs. You will be identifying specific personal needs and offer comprehensive advice-based solutions which will include the full suite of RBCI Group Benefits Insurance products. Also, you will effectively identify opportunities for you clients by promoting Life, Living Benefits, Travel, Wealth, and Retirement Planning solutions and referring them to partners (RBC Dominion Securities and Field Sales on their team in order to help fulfill those client needs)
What will you do?
Providing a superior client experience, creating clients as advocates by listening and connecting with them through the use of effective discovery discussions, providing insurance advice, leading to tailored solutions aligned to our clients’ needs
Building a corporate memory to enable continuity of client service and future opportunity spotting, across channel and roles, by documenting details of client interactions through appropriate systems
Maximizing effective use of technology, tools and sales resources with all clients, ensuring advice driven discussions occur and maintains data integrity, documenting all relevant client service contacts and results.
Effectively collaborating with Field Sales, DS and HNW team partners to meet the needs of small business owners and their employees in line with our One RBC Collective Ambition
Working closely with Dominion Securities to provide Group benefit solution to their business owner’s client
Demonstrating commitment to RBC’s Leadership Model: Drive to Impact; Adapt Quickly and Always Learn; Unlock the Potential of Our People; and Speak Up for the Good of RBC
Increasing external network to within Business Community to capitalize on market opportunities and referrals from centers of influence
What do you need to succeed?
Must-have
5-7 years sales experience and proven track record within the Group Benefits
Life/A&S License
Proven experience with relationship management
Nice-to-have
University or College education
Working towards Certified Employee Benefits Specialist Designation (GBA 1 and GBA 2)
What’s 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.
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Access to a variety of job opportunities across businesses and geographies
Financial strength and a strong brand
Strong presentation skills, highly driven and self-motivated with a positive and enthusiastic
Strong business communication, collaboration, executive excellence, impact and influence, and client impact skills
Job Summary
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Inclusion and Equal Opportunity Employment
At 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.
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