BMO Financial Group
Wealth Sales & Service
EstateInsuranceAssociate
“Estate Insurance Associate at BMO Financial Group. Skills: Estate Insurance, Sales Support, Client Service. Perform administrative tasks. Deliver service initiatives”
What You'll Achieve.
Contribute to the growth of insurance sales; Mitigate risk; Support the efficient and effective operation of the business group; Drive sales results; Ensure the book of business is being developed; Build trust through expertise; Enhance sales activities; Enhance referrals; Enhance client retention; Deliver on business objectives; Ensure accuracy and completeness; Make sound and risk informed decisions
Industry & Context.
Analytical and problem solving skills - Good
What They're Looking For.
Must Have
Life Insurance License (LLQP), Knowledge of Life Insurance and Investment Products, Basic/Intermediate knowledge of Insurance and Estate Principles, knowledge of administrative processes and procedures, Knowledge of compliance rules (proprietary and industry), Knowledge of Ageman, Basic specialized knowledge
What You'll Do.
Perform administrative tasks
Deliver service initiatives
Provide services to EIA
Support insurance sales growth
Support business operations
Provide sales support
Develop book of business
Deliver exceptional customer service
Provide exceptional client experience
Collaborate with stakeholders
Support tailored messaging
Communicate for client requests
Organize work information
Complete complex tasks
How You'll Work.
Team & Collaboration
Collaborates with internal and external stakeholders; Communicates with internal business/groups
Communication Scope
Verbal & written communication skills - Good
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