Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA)
Job Summary
Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA).
Builds and maintains relationships with clients and business partners through client acquisition from both internal sources (referrals) and external sources (marketing initiatives).
BMO is committed to an inclusive, equitable and accessible workplace.
Matching Summary
Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA).
Salary
Base: $35,900.00 - $66,300.00; Bonus/Equity: Commission structure; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Estate and Insurance Advisors support
operational processes and compliance
client acquisition and relationship building
analyzing data and identifying gaps
risk management framework application
Nice-to-have
exceptional client experience
tailored messaging development
measured risk taking
collaboration with stakeholders
Key Requirements
3 - 5 years of relevant experience
post-secondary degree in related field
Life Insurance Licence
Advanced knowledge of Life Insurance and Investment Products