Licensed Insurance Advisor

Application Deadline 11 / 22 / 2025 Address: 250 Yonge Street Job Family Group: Wealth Sales & Service Promotes and sells Insurance products and solutions through inbound and outbound channels to uncover insurance needs and tailored solutions using a consultative client-first approach. Drives sales growth and meets individual targets. Delivers the desired client experience to customers and prospects. Accelerates premium growth by maximizing opportunities with all clients to enhance cross-selling sales activities referrals and client retention. Follows authorized scripts processes and procedures used in the course of conducting business activities. Manages complex cases & high end sales. Provides superior client experience and service. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business / group on implementation of solutions. Applies for and / or maintains relevant licenses for the products / market where the role is performed; satisfies Continuing Education and Errors & Omissions Insurance requirements as directed. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal / external stakeholders and ensures alignment. Breaks down strategic problems and analyses data and information to provide insights and recommendations. Provide answers to technical questions regarding life insurance necessary for the licensed agents to perform their duties. Ensures the timely development of program scripting objection handling and training. Ensures all legal and compliance issues related to sales are met. Identifies business needs designs / develops tools and training programs; may include delivery of training to audiences. Supports the achievement of the business plan. Supports the delivery of the desired client experience to enhance business opportunities. Collaborates effectively with internal stakeholders to build capability and drive business growth. Adheres to all legal and compliance requirements in the course of conducting business activities. Completes necessary administrative functions as assigned (sales reports follow up on pending business etc.). Focus may be on a business / group. Thinks creatively and proposes new solutions. Exercises judgment to identify diagnose and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. For Life Insurance products : Life License Qualification Program (LLQP) or Level 2 license in Ontario / Quebec equivalent. For Other Than Life Insurance products : Valid OTL insurance license in Ontario and / or Quebec with an expectation to work towards the A&S / LLQP license within 3 months of employment. Experience in a call center environment preferred. Working knowledge of life insurance products; life insurance product application; life insurance law compliance and regulations. Specialized knowledge from education and / or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Salary $ - $ Pay Type Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit : Us Company Overview At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world. As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset. To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter. Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes. Required Experience Unclear Seniority Key Skills Estate Law,Sales Experience,Direct Sales,Time Management,Trusts,Quality Assurance,Customer Service,Swift,Training & Development,Insurance Sales,Medicare,Wills Employment Type Full-Time Experience years Vacancy 1 Monthly Salary 45500 - 84500 #J-18808-Ljbffr