Estate Insurance Associate

BMO

Calgary, AB, Canada
Base: $33,600.00 - $50,900.00; bonus/equity: inclu...
Life insurance license (llqp)
Knowledge of life insurance products
Estate principles knowledge
The role supports Estate and Insurance Advisors by delivering exceptional customer service and ensuring operational processes follow compliance regulations

Job Summary

  • The role supports Estate and Insurance Advisors by delivering exceptional customer service and ensuring operational processes follow compliance regulations.
  • Candidates will provide sales support to drive results while analyzing issues and determining next steps within established risk frameworks.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.

Matching Summary

The role supports Estate and Insurance Advisors by delivering exceptional customer service and ensuring operational processes follow compliance regulations.

Salary

Base: $33,600.00 - $50,900.00; Bonus/Equity: Includes commission structure based on first year target; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Life Insurance License (LLQP)
  • Knowledge of Life Insurance Products
  • Estate Principles knowledge
  • Ageman software proficiency
  • Compliance rule adherence

Nice-to-have

  • Strong verbal communication skills
  • Excellent organizational abilities
  • Collaborative team player mindset
  • Analytical problem solving skills
  • Client relationship building

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Must have Life Insurance License (LLQP)
  • Basic/Intermediate knowledge of Insurance and Estate Principles

Work Rights

Not specified

Tailored Resume

Cover Letter