Job Summary

　　 Job Description

　　What is the opportunity?

　　Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our Business Acceleration and Integration team as an Insured Solutions Product Specialist. In this role, you will provide sales and product support for advisors and their teams, incorporating insured solutions within the context of financial planning. You will also work closely with Insurance and Annuity Consultants and Client Strategies Team in understanding client needs, and providing product solutions. You will serve as a subject matter expert for annuities and insurance products, proactively increasing utilization of these solutions through policy updates, book reviews and integration into financial planning.

　　What will you do?Support advisors with proactively identifying client opportunities, reviewing existing policies, providing product overviews and assisting with the execution of business with carrier wholesalers and internal partners.Summarize and analyze client needs and purpose and performance of existing annuity and insurance assets.Develop and promote sales ideas and effective business practices with the field and internal partners.Collaborate with RBC US Wealth Management (USWM) field consultants, RBC internal partners, carrier wholesalers and general agent partners to ensure appropriate advisor support.Develop strong understanding of RBC Policies and Procedures to assist advisors in conducting business appropriately.Partner with wholesalers and general agents supporting key strategies and solutions that enable clients to achieve their financial planning goals, including retirement and financial strategies, life and long-term care analysis, asset protection, business and charitable planning.Work with product management to manage, enhance existing carriers and products. Assist with ensuring appropriate field support from wholesalers and general agents by actively communicating feedback from the field.Work with product management to support development of key marketing materials focused on planning strategies and solutions. Actively distribute material to advisors, wholesalers and general agents.

　　What do you need to succeed?

　　Must-have Bachelors degree and a minimum of 5 years in the financial services industry with extensive annuity and life insurance experienceSeries 7, 63/65 or 66, appropriate life insurance licensingStrong understanding of financial planning and incorporating protection solution strategies and conceptsOutstanding communication, interpersonal, organizational and time management skillsProficiency with Microsoft Office programs and the ability to learn and become proficient with multiple software tools

　　Nice-to-have Understand and support advisors, general agents and wholesalers through the use of comprehensive financial planning tools focusing on estate planning, retirement, and advanced planning concepts through the application of protection solutions.Willingness to work on appropriate industry designations (CHFC/CLU)

　　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.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business

　　Job Skills

　　Communication, Critical Thinking, Decision Making, Detail-Oriented, Fiduciary Management, Interpersonal Relationships, Investment Consulting, Investment Management, Investment Performance Measurement, Private Banking, Problem Solving, Results-Oriented, Trusts and Estate Planning

　　Additional Job Details

　　Address:

　　250 NICOLLET MALL:MINNEAPOLIS

　　City:

　　Minneapolis

　　Country:

　　United States of America

　　Work hours/week:

　　40

　　Employment Type:

　　Full time

　　Platform:

　　Wealth Management

　　Job Type:

　　Regular

　　Pay Type:

　　Salaried

　　Posted Date:

　　2023-12-20

　　Application Deadline:

　　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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