• Provide insight and sales ideas related to the insurance industry, product knowledge & system training such as BIC, Illustrations, Salesforce etc• Advance the sales process with new prospects by booking presentations and meetings with clients• Follow up with existing clients on annually basic to ensure the client is satisfy with our services or to update any client information if changed since the policy was issued• Calculate quotes and educated potential clients on insurance options• Position RBC Insurance products & solutions to prospects & existing clients as well as identifying cross selling opportunities• Attending meetings, seminars and programs to learn about new products and services

• Verbally communicated with a variety of individuals in a professional and friendly manner• Clarified and carefully explained coverage and exclusion information to clients• Effectively educated and guided clients on insurance premiums and accurate coverage information• Filled and completed insurance forms during initial interview, paying attention to accurate details to ensure policy information was correct and to confirm payment

• Verbally communicated with a variety of individuals in a professional & friendly manner• Clarified and carefully explained coverage and exclusion information to clients who were misinformed and did not understand the process• Effectively educated and guided clients on insurance premiums and accurate coverage information• Assisted clients in trouble shooting what type of insurance might be the best for their circumstances• Approached individuals and offered various life insurance policies