Opportunity Description
Drive impactful sales as a BMO Segregated Funds Development Specialist, focusing on Annuities and engaging brokers and MGAs. This strategic position is essential for elevating BMO's offerings in the insurance market.
Join BMO with your 3-5 years of relevant experience and contribute to the promotion of innovative insurance products. You will facilitate workshops, build strong relationships with MGAs, and provide technical support on product offerings. This role requires a keen analytical mindset and creative problem-solving capabilities.
Key Responsibilities:
• Consult MGAs to enhance product knowledge
• Conduct sales training sessions and workshops
• Manage large case processes to boost sales
• Share insights through regular reporting on sales metrics
• Foster relationships to improve business opportunities
Requirements:
• Background in finance or related field
• 3-5 years of experience with wealth management products
• Life insurance license (LLQP) de...
Join BMO with your 3-5 years of relevant experience and contribute to the promotion of innovative insurance products. You will facilitate workshops, build strong relationships with MGAs, and provide technical support on product offerings. This role requires a keen analytical mindset and creative problem-solving capabilities.
Key Responsibilities:
• Consult MGAs to enhance product knowledge
• Conduct sales training sessions and workshops
• Manage large case processes to boost sales
• Share insights through regular reporting on sales metrics
• Foster relationships to improve business opportunities
Requirements:
• Background in finance or related field
• 3-5 years of experience with wealth management products
• Life insurance license (LLQP) de...
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