Develop your career with BMO as a Business Development Specialist in the Wealth Sales sector, focusing on Segregated Funds and Annuities. Engage and grow advisor relationships through targeted outreach and strategic initiatives.
This position emphasizes proactive sales growth, working closely with MGAs, advisors, and brokers. You will lead lead generation efforts while supporting regional sales objectives. Robust experience in financial services and client management will ensure your success in this dynamic role.
Key Responsibilities:
• Conduct outreach to increase sales opportunities
• Build and manage advisor relationships effectively
• Partner with BDMs to enhance territory growth
• Provide comprehensive product education and support
• Monitor sales activities using CRM tools
Requirements:
• At least 3 years of experience in sales or business development
• Strong understanding of wealth management products
• Proven ability to cultivate professional relationships
• Effective communication and influence skills
• Life Insurance License and relevant designations desirable
Focus your sales expertise on enhancing advisor relationships and achieving growth at BMO in the wealth management arena.
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📌 BMO Business Development Specialist in Wealth Sales (Ontario)
🏢 BMO
📍 Ontario