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Senior Internal Insurance Consultant - (Minneapolis, MN)

As a Senior Life Insurance Consultant with RBC Wealth Management, you will provide the primary internal sales support for the wealth management platform and the external Wealth Consultants. The purpose of this position is to increase integration of Protection Solutions and utilization of the protection modules within WealthPlan resulting in an increase with insurance solutions by Financial Advisors (FAs). This role also serves as a technical resource for External Consultants and FAs with WealthPlan Protection modules, field engagement with approved General Agency Partners, and issues affecting the field. This position will be responsible to create, review and analyze reports, and review clients’ existing insurance coverage and needs along with using WealthPlan and other planning tools, to provide high-level of proactive sales support for Protection Solutions with FAs as well as external field support resources.


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Posted in Minneapolis, MN, Sales
From Adzuna - 1 month ago