Business Development Specialist (inside Sales) - Segregated Funds & Annuities

BMO

Vancouver, Canada
Base: $42,500.00 - $78,900.00 cad; bonus/equity: m...
Sales strategy implementation
Client relationship management
Product promotion and support
This role drives sales results to enhance the promotion of BMO Life Assurance products, specifically Segregated Funds and Annuities, to managing general agencies and brokers

Job Summary

  • This role drives sales results to enhance the promotion of BMO Life Assurance products, specifically Segregated Funds and Annuities, to managing general agencies and brokers.
  • BMO offers a comprehensive total compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • BMO is committed to an inclusive, equitable and accessible workplace, providing accommodations on request throughout the selection process.

Matching Summary

This role drives sales results to enhance the promotion of BMO Life Assurance products, specifically Segregated Funds and Annuities, to managing general agencies and brokers.

Salary

Base: $42,500.00 - $78,900.00 CAD; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Sales strategy implementation
  • Client relationship management
  • Product promotion and support
  • Regional business development
  • Technical product knowledge
  • Data analysis and reporting

Nice-to-have

  • Collaboration with internal stakeholders
  • Conducting seminars and workshops
  • Creative problem solving
  • Influence and communication skills
  • Event participation and networking

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree or equivalent
  • Knowledge of Segregated Funds and Annuities
  • Life insurance license (LLQP) an asset
  • CFP or CIM designation an asset
  • In-depth financial planning knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter