Insurance Sales Specialist

5 days ago


Oakville, Ontario, Canada BMO Financial Group Full time
Role Overview

We are seeking a highly skilled and motivated Insurance Sales Specialist to join our team. As a key member of our Estate & Insurance department, you will play a vital role in supporting the growth of insurance sales and ensuring the efficient operation of the business group.

Your primary responsibility will be to provide exceptional customer service, driving sales results through sales support, and contributing to the development of the book of business. You will also collaborate with internal and external stakeholders to deliver on business objectives.

To succeed in this role, you must have strong knowledge of life insurance and investment products, as well as basic/intermediate knowledge of insurance and estate principles. You should also possess strong verbal and written communication skills, organization skills, collaboration and team skills, and analytical and problem-solving skills.



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