Estate Insurance Advisor

BMO Financial Group

Toronto, Ontario, Canada
Pyy type: commission; target salary represents exp...
Estate planning expertise
Life and disability sales generation
Client relationship management
The role focuses on developing and building the Estate and Insurance business by partnering with internal groups to increase market share and profitability

Job Summary

  • The role focuses on developing and building the Estate and Insurance business by partnering with internal groups to increase market share and profitability.
  • Candidates will work closely with Investment Advisors to obtain referrals and generate life and disability sales aligned with client experience objectives.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role focuses on developing and building the Estate and Insurance business by partnering with internal groups to increase market share and profitability.

Salary

Pay Type: Commission; Target salary represents expected first-year earnings; Includes performance-based incentives and discretionary bonuses

Skills & Requirements

Must-have

  • Estate planning expertise
  • Life and disability sales generation
  • Client relationship management
  • Insurance product knowledge
  • Business plan execution

Nice-to-have

  • Strong verbal communication skills
  • Data-driven decision making
  • Strategic problem solving abilities
  • Collaborative team mindset
  • Marketing material development

Key Requirements

  • 7 years of relevant experience
  • Post-secondary degree in related field
  • Life Insurance designations required

Work Rights

Not specified

Tailored Resume

Cover Letter