Estate Insurance Specialist
1 month ago
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.
- 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.
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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Estate Insurance Advisor
4 weeks ago
Ottawa, Ontario, Canada BMO Full timeAt BMO, we are seeking a highly motivated Estate Insurance Advisor to join our team. As a key member of our Wealth Sales & Service group, you will provide customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.The Estate Insurance Advisor is responsible for working in...
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Estate Insurance Advisor
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