Senior Estate Insurance Associate

Bmousbenefits

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Base: $35,900.00 - $66,300.00; bonus/equity: commi...
Estate and insurance advisor support
Client acquisition and retention
Risk management framework
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 Advisor support
  • client acquisition and retention
  • risk management framework
  • sales and service performance monitoring
  • tailored messaging development

Nice-to-have

  • exceptional client experience
  • building relationships with partners
  • analyzing data for insights

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree
  • Life Insurance Licence
  • Advanced knowledge of Life Insurance and Investment Products
  • Knowledge of Trust and Estate services
  • Knowledge of Financial/Retirement planning
  • Knowledge of compliance rules

Work Rights

Not specified

Tailored Resume

Cover Letter