Estate Insurance Specialist

1 month ago


Ottawa, Ontario, Canada BMO Full time
Job Summary

The Estate Insurance Advisor is a key role within BMO Private Wealth, responsible for providing customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.

Key Responsibilities
  • Develops insurance sales strategies and presents clients with concepts focused on estate planning, financial, and retirement.
  • Works with Investment Advisors to obtain referrals and generate life and disability sales.
  • Develops marketing materials to enhance sales concepts in alignment with the desired client experience.
  • Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals, and client retention.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Requirements
  • Typically, 7 years of relevant experience and post-secondary degree in related field of study.
  • Prior experience creating complex insurance solutions.
  • Prior large case experience supporting HNW/UHNW clients.
  • Life Insurance designations.
  • Technical proficiency gained through education and/or business experience.
What We Offer

BMO is committed to an inclusive, equitable, and accessible workplace. We offer a competitive salary, commission structure, and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.



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