NOC 12202 - Insurance underwriters

Overview

As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, create plans, and implement financial strategies. You apply industry guidelines and data analysis to develop policy terms and premium rates. You evaluate insurance options and deliver appropriate recommendations. Responsibilities

Grow and manage a portfolio of mass affluent clients. Provide ongoing comprehensive reviews of clients’ financial circumstances and develop plans to meet their goals. Assess insurance applications and determine risk exposure to support underwriting decisions. Apply industry guidelines and data analysis to develop policy terms and premium rates. Evaluate insurance options and deliver appropriate recommendations based on client needs. Qualifications

Strong communication skills Majoring or work experience in Public Relations, Communicat...