Advance your career as a Sales Consultant at BMO, specializing in Segregated Funds and Annuities. Collaborate with MGAs and brokers to effectively promote insurance and expand business opportunities.
In this role, you will support MGAs by effectively communicating the benefits of BMO’s products. You are expected to apply your knowledge of financial concepts to develop tailored solutions, conduct seminars, and manage special quotes. Your collaborative approach will enhance relationships and drive sales targets.
Key Responsibilities: • Promote BMO Segregated Funds and Annuities to MGAs • Conduct workshops and seminars to demonstrate product value • Provide case support to help close sales deals • Manage the special quote process within desired timelines • Maintain regional statistics for effective reporting
Requirements: • Relevant experience of 3-5 years in sales • Expertise in Segregated Funds and Annuities • Possible CFP or CIM designation • Solid influence and collaboration skills • Ability to work independently and creatively solve problems
Maximize your impact in the financial sector by driving sales growth and fostering essential relationships.