Divisional VP, Insurance and Annuity

Role Overview

• Assist Financial Advisors in identifying planning and insured solutions opportunities within an advisors book of business
• Create, uncover, and identify sales opportunities through proactive and regular review of financial plans, with communication to Financial Advisors and clients
• Support Financial Advisors, their clients and RBC field consultants through education/application of insured solution strategies which include life insurance, long-term care, and disability and annuity products
• Work with advisors to develop an understanding of insurance planning concepts, client delivery and conducting the business appropriately
• Lead and coordinate sales and marketing efforts within the Division, promote external partnerships between Client Strategies Team and General Agents
• Provide assistance and education to Financial Advisors utilizing Wealth Management resources including financial planning tools and opportunity reports
• Establish strong relationships with Complex Directors and Branch Directors to drive engagement and adoption of protection solutions as part of wealth planning
• Develop and deliver materials to aid FAs in client communications and insurance recommendations
• Assist Financial Advisors and General Agents in the selection of product, program or service and answer general questions regarding WM Consulting areas

Requirements

• Bachelor’s degree with 15+ years proven experience in the financial services and insurance industries
• Demonstrated understanding of estate and business planning strategies, concepts and application
• Excellent communication and interpersonal skills to facilitate working with a varied and demanding retail sales-force in a fast-paced environment
• A high degree of professionalism in interactions with clients/partners and the ability to work as a team
• Series 7, 63/65 or 66
• Willingness to work on appropriate industry designations (CFP/CHFC/CLU)

Benefits

• 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