Licensed Insurance Advisor, BMO Insurance - Montreal
4 hours ago
Job summary
Wealth Sales & Service Promotes and sells Insurance products and solutions through inbound and outbound channels to uncover insurance needs and tailored solutions using a consultative client-first approach Drives sales growth and meets individual targets Delivers the desired client experience to customers and prospects Accelerates premium growth by maximizing opportunities with all clients to enhance cross-selling sales activities referrals and client retention Follows authorized scripts processes procedures used in conducting business activities Manages complex cases high end sales Provides superior client experience service Develops solutions makes recommendations based on understanding of business strategy stakeholder needs Provides advice guidance assigned business group implementation of solutions Applies for maintains relevant licenses for products market where role is performed satisfies Continuing Education Errors Omissions Insurance requirements as directed Supports execution strategic initiatives collaboration internal external stakeholders Builds effective relationships internal external stakeholders ensures alignment Breaks down strategic problems analyses data information provides insights recommendations Provides answers technical questions necessary licensed agents perform duties Ensures timely development program scripting objection handling training Ensures legal compliance issues related sales met Identifies business needs designs develops tools training programs may include delivery training audiences Supports achievement busines plan Supports delivery desired client experience enhance business opportunities Collaborates effectively internal stakeholders build capability drive business growth Adheres legal compliance requirements conducting activities Completes administrative functions assignedThis Licensed Insurance Advisor role promotes sells BMO Financial Group's life insurance products services through proactive outreach customer relationship building ensuring exceptional customer experiences. The successful candidate will have strong communication skills be able to work independently in fast-paced environment maintaining focus priorities while managing multiple tasks responsibilities.
- Promotes sells Insurance products services proactive outreach customer relationship building ensuring exceptional customer experiences.
- Drives sales growth meets individual targets delivering desired client experience customers prospects.
- Achieves accelerated premium growth by maximizing opportunities with all clients enhancing cross-selling sales activities referrals retention.
Job description
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