90-Day Transition Plan: Inside Wholesaler Career Strategy

RBC Insurance Interview Presentation

90-Day Transition Plan

From Sales Support Representative to Inside Wholesaler

April 2026

What I Bring to the Role

Proven Strengths from Sales Support

Consistent Call Activity

In my Sales Support role, I maintained a high volume of consistent outbound calls, demonstrating discipline, persistence, and a proactive mindset. This habit of consistency is the engine that drives success as an Inside Wholesaler.

Collaborative by Nature

I thrived working cross-functionally, seamlessly supporting advisors and internal partners. I naturally build bridges between people — an essential skill for collaborating with Senior Sales Consultants and exceeding territory goals.

My experience in sales support didn't just prepare me — it built the core habits and team-first mindset that Inside Wholesalers rely on every day.

The 3 Pillars of My Transition

🤝 Build Relationships

With advisors and external partners

📚 Develop Product & Industry Knowledge

Deep product mastery

🎯 Prioritize Activity & Early Success

Using data and reports

Days 1–30

Master the Products

Days 31–60

Engage the Brokers

Days 61–90

Drive Results with Data

Phase 1

30

Build Product Foundation

Pillar: Develop Product & Industry Knowledge

Deep Dive Into Products

Study RBC Insurance product portfolio in depth — life, disability, critical illness

Review training materials, product guides, and internal resources

Shadow senior sales consultants to understand advisor conversations

Attend internal product training sessions and webinars

Phase 2

60

Build Relationships

Pillar: Build Relationships with Advisors & External Partners

Engage Brokers & Introduce the Team

Introduce myself to brokers alongside my Senior Sales Consultant as a unified team

Schedule and conduct joint meetings with brokers in my territory

Listen actively — understand broker needs, pain points, and business goals

Begin building trust through consistent follow-up and value-added interactions

Phase 3

90

Drive Early Success

Pillar: Prioritize Activity & Drive Early Success

Leverage Tableau to Drive Performance

Use Tableau reports to identify top opportunities and prioritize broker outreach

Track sales activity metrics — meetings held, quotes generated, and conversion rates

Identify underperforming segments and develop action plans with my Senior Sales Consultant

Deliver measurable early wins and demonstrate ROI within the first 90 days

01

Building Relationships

With Advisors & External Partners

Team Introductions

Co-visit brokers with my Senior Sales Consultant to establish credibility and presence as a unified RBC Insurance team

Active Listening First

Enter every conversation with curiosity — understand each advisor's book of business, goals, and challenges before pitching

Consistent Follow-Up

Build trust through reliable communication — weekly touchpoints, value-added emails, and timely responses to broker inquiries

External Partner Mapping

Identify and connect with key external partners (MGAs, BGAs) to expand the referral network and deepen market presence

Developing Product & Industry Knowledge

Master the Product Suite

Complete deep-dive study of RBC Insurance products: life insurance, disability, critical illness — features, benefits, underwriting guidelines

Leverage Internal Resources

Use product guides, internal playbooks, training sessions, and subject matter experts to accelerate learning

Stay Industry-Current

Follow industry publications, competitor offerings, and regulatory updates to position RBC Insurance solutions effectively

Learn Through Shadowing

Accompany Senior Sales Consultants on advisor calls to observe real objection handling, product positioning, and closing techniques

03

Prioritize Activity & Drive Early Success

Tableau-Driven Prioritization

Use Tableau reports to rank brokers by opportunity size, activity level, and conversion potential — focus effort where ROI is highest

Set Clear Weekly Goals

Establish KPIs from day one: number of broker meetings, quotes submitted, pipeline value — track and report weekly

Early Win Strategy

Identify quick wins — re-engage lapsed broker relationships and follow up on submitted but unconverted quotes

Accountability & Reporting

Share progress transparently with my Senior Sales Consultant and manager — build credibility through consistent execution and results

Why I'm Ready for This Role

Days 1–30

Product Mastery

I will invest deeply in understanding every RBC Insurance product so I can speak with confidence and credibility.

Days 31–60

Relationship Building

I will establish myself as a trusted partner alongside my Senior Sales Consultant, meeting brokers face-to-face.

Days 61–90

Data-Driven Results

I will use Tableau insights to prioritize high-value activity and deliver measurable early success.

My foundation in sales support has given me the insight — now I'm ready to lead from the front.

RBC Insurance | Inside Wholesaler