Insured Solutions Product Specialist

Job Summary

Job Description

What is the opportunity?

If you're an experienced professional with a sales mindset and knowledge of annuities and insurance, this might be the right opportunity for you! We're seeking an Insured Solutions Product Specialist to serve as the go-to resource for advisors on our annuities and insurance products. Take your expertise to the next level and make a difference in the industry.

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.

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 experience
• Series 7, 63/65 or 66, appropriate life insurance licensing
• Strong understanding of financial planning and incorporating protection solution strategies and concepts
• Outstanding communication, interpersonal, organizational and time management skills
• Proficiency 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 applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access 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:

2024-01-30

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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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.