RBC · 3 days ago
Product Specialist, Annuities and Insurance
Omaha, NE
Full-time
Onsite
Mid, Senior Level
$70K/yr - $130K/yr
5+ years expRoyal Bank of Canada is seeking a Product Specialist for Annuities and Insurance to provide sales and product support for advisors. This role involves serving as a subject matter expert on annuity and insurance products, collaborating with various teams to enhance client experiences, and proactively identifying client opportunities.
BankingFinancial ServicesWealth Management
Responsibilities
Possess strong understanding of insurance and annuity product offerings
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
Understand planning strategies utilizing insured solutions
Answer general to in-depth product/strategy questions and demonstrate how solutions fit into financial planning
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 USWM field consultants, RBC internal partners, carrier wholesalers and general agent partners to ensure appropriate advisor support
Understand and engage RBC tools and other software capabilities as appropriate
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
Other special assignments as needed
Qualification
Required
Bachelors degree
Minimum of 5 years in the financial services industry with extensive annuity and life insurance experience
Series 63/65 or 66, appropriate life insurance licensing
Strong understanding of financial planning and incorporating protection solution strategies and concepts
Outstanding verbal and written communication skills
Excellent customer service and interpersonal skills
Possess extensive insurance carrier and product knowledge
Effective organizational and time management skills to manage multiple priorities and deliver to deadlines
Proficiency with Microsoft Office programs and the ability to learn and become proficient with multiple software tools
A high degree of professionalism in interactions with clients/partners and the ability to work as a team to always do what is in the best interest of our clients
Preferred
Series 7
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)
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
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
Company data provided by crunchbase