BMO Financial Group
Wealth Sales & Service
EstateInsuranceAdvisor
“Estate Insurance Advisor at BMO Financial Group. Skills: Estate and Insurance business development, Client relationship management, Insurance sales. Develops and builds the Estate and Insurance business. Partners with internal business/groups to deliver the client experience and increase market share, profitability and NPS”
What You'll Achieve.
Increase market share; Increase profitability; Increase NPS; Achieve retention objectives; Enhance sales activities; Enhance client retention; Drive business growth
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules; Breaks down strategic problems, and analyses data and information to provide insights and recommendations
What They're Looking For.
Must Have
7 years of relevant experience, post-secondary degree in related field of study, Life Insurance designations, Technical proficiency gained through education and/or business experience, 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 - In-depth
What You'll Do.
Develops and builds the Estate and Insurance business
Partners with internal business/groups to deliver the client experience and increase market share
profitability and NPS
Builds relationships with business partners and clients
Determines estate and insurance needs
Provides customized professional advice to generate insurance sales
Works with Investment Advisors to obtain referrals and generate life and disability sales
Develops insurance sales strategies
Presents clients with concepts focussed on estate planning/ financial/ retirement
Develops marketing materials to enhance sales concepts
Develop professional seminars for Investment Advisors and their clients
maintains and executes a business plan
Provides exceptional client experience and service
Addresses customer services issues
Develops solutions and makes recommendations
Supports the execution of strategic initiatives
Conducts independent analysis and assessment
Builds effective relationships with internal/external stakeholders
Breaks down strategic problems
and analyses data and information
Monitors and tracks performance
Executes work to deliver timely
and efficient service
Supports the development and promotion of a business/group program
Supports the achievement of the business plan
Supports the delivery of the desired client experience
Collaborates effectively with internal stakeholders
How You'll Work.
Team & Collaboration
Partnering with internal business/groups; Works with Investment Advisors; Collaborates effectively with internal stakeholders to build capability and drive business growth; Builds effective relationships with internal/external stakeholders and ensures alignment; Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
Process & Methodology
Develops, maintains and executes a business plan
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