Estate And Insurance Advisor, Nesbitt Burns

Nesbitt Burns

Montreal, Quebec, Canada
Pyy type: commission; base: not specified; bonus/e...
Develops and builds estate and insurance business
Partners with internal business/groups
Delivers client experience and increases market share
Develops and builds the Estate and Insurance business by partnering with internal business/groups to deliver the client experience and increase market share, profitability and NPS

Job Summary

  • Develops and builds the Estate and Insurance business by partnering with internal business/groups to deliver the client experience and increase market share, profitability and NPS.
  • Builds strong relationships with business partners and clients, determines estate and insurance needs, and provides customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Develops and builds the Estate and Insurance business by partnering with internal business/groups to deliver the client experience and increase market share, profitability and NPS.

Salary

Pay Type: Commission; Base: Not specified; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Develops and builds estate and insurance business
  • Partners with internal business/groups
  • Delivers client experience and increases market share
  • Generates insurance sales
  • Develops insurance sales strategies
  • Provides exceptional client experience and service

Nice-to-have

  • Collaborates effectively with internal stakeholders
  • Supports the execution of strategic initiatives
  • Breaks down strategic problems and analyzes data

Key Requirements

  • 7 years of relevant experience
  • Post-secondary degree in related field
  • Life Insurance designations
  • Technical proficiency
  • In-depth verbal & written communication skills
  • In-depth collaboration & team skills
  • In-depth analytical and problem solving skills
  • In-depth influence skills
  • In-depth data driven decision making
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter