Job Description

We are looking for a tax and estate planning expert to support the RBC Insurance business development team in growing our block of permanent insurance business. You will partner with Insurance Advisors, Wholesalers and Distributors to drive the best outcomes for their clients and help them achieve their tax and estate planning goals.

What will you do?

• Act as an expert for estate planning & taxation as it pertains to life, living benefit, and wealth products, utilizing strategic thinking and expert planning skills.
• Develop and implement sales strategies to proactively attract, acquire, and retain clients while identifying opportunities to increase profitability.
• Provide advisory/wholesaler service on general policies and industry guidelines with a strong focus on civil code.
• Collaborate with sales enablement to educate Advisors, Wholesalers and Distributors on how insurance concepts fit into wealth pre...