Job Summary

• Drives sales results to enhance the promotion of BMO Life Assurance product and services (specifically SEGREGATED FUNDS & ANNUITIES) to Managing General Agencies (MGAs) and Brokers.
• Consults with MGAs to promote BMO Segregated Funds and Annuities to their Brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and Brokers, supporting existing relationships with current MGAs and Brokers, meeting with MGAs, and Brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting illustrations and identifying potential new MGAs, and Brokers.
• BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives.

Matching Summary

Salary

$67,400.00 - $117,400.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Key Requirements

• 5 - 7 years relevant experience
• Post-secondary degree or equivalent
• Life insurance license (LLQP)
• Certified Financial Planner or other designation
• In-depth knowledge of advanced sales concepts
• In-depth knowledge of financial concepts
• In-depth knowledge of mutual fund industry (asset)

Work Rights